Business Essentials: Understanding & Maximizing your Benefit Plans
GUEST SPEAKER: James De La Torre, President & CEO, CRPC
De La Torre & Associates Insurance Services, Inc.
After working 22 years as an insurance broker in the bay area, Jim decided to branch off from the corporate brokerages to start his own firm. Growing up in an entrepreneurial family, Jim’s vision was to create an insurance brokerage that could center its business on helping people manage risk by putting clients’ interests first and providing exceptional client service, values that he feels have been forgotten in our industry. Jim is extremely proud of his children who have all taken an interest in learning the insurance business and finds tremendous satisfaction in watching them grow professionally.
Jim enjoys spending quality time with his family and his new grandson. He loves to cook, watch and play sports, hiking and biking. Jim is active in supporting charitable organizations which help children.
This 30 minute presentation will teach you how to create cost savings strategies and maximize your investment by understanding key elements and design of your employee benefit package. We will discuss:
Compliance
Employee Communication
Employee Retention Strategies
Plan Design & Comparison
Case Study: Client Renewal
During this presentation you will learn key elements of what is needed to get the most out of the investments made in your benefit package. Additionally we have a real life case study that explains challenges that can have an adverse effect on your benefit plans. Often times this crucial factor is overlooked and can lead to employee dissatisfaction as benefits are reduced yet premiums still rise. Handouts will be provided after the presentation to all attendees.
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For admission, please ensure your Zoom screen name matches your registration name.
Topic: Business Essentials: Understanding & Maximizing Your Benefit Plans
Time: Jul 8, 2020 10:00 AM Pacific Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/89686000273?pwd=L0NvdEVHb0IvSDdtLzBGUVJKdDhXdz09
Meeting ID: 896 8600 0273
Password: 718041
One tap mobile
+16699009128,,89686000273# US (San Jose)
+13462487799,,89686000273# US (Houston)
De La Torre & Associates Insurance Services, Inc.
After working 22 years as an insurance broker in the bay area, Jim decided to branch off from the corporate brokerages to start his own firm. Growing up in an entrepreneurial family, Jim’s vision was to create an insurance brokerage that could center its business on helping people manage risk by putting clients’ interests first and providing exceptional client service, values that he feels have been forgotten in our industry. Jim is extremely proud of his children who have all taken an interest in learning the insurance business and finds tremendous satisfaction in watching them grow professionally.
Jim enjoys spending quality time with his family and his new grandson. He loves to cook, watch and play sports, hiking and biking. Jim is active in supporting charitable organizations which help children.
This 30 minute presentation will teach you how to create cost savings strategies and maximize your investment by understanding key elements and design of your employee benefit package. We will discuss:
Compliance
Employee Communication
Employee Retention Strategies
Plan Design & Comparison
Case Study: Client Renewal
During this presentation you will learn key elements of what is needed to get the most out of the investments made in your benefit package. Additionally we have a real life case study that explains challenges that can have an adverse effect on your benefit plans. Often times this crucial factor is overlooked and can lead to employee dissatisfaction as benefits are reduced yet premiums still rise. Handouts will be provided after the presentation to all attendees.
=======================
For admission, please ensure your Zoom screen name matches your registration name.
Topic: Business Essentials: Understanding & Maximizing Your Benefit Plans
Time: Jul 8, 2020 10:00 AM Pacific Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/89686000273?pwd=L0NvdEVHb0IvSDdtLzBGUVJKdDhXdz09
Meeting ID: 896 8600 0273
Password: 718041
One tap mobile
+16699009128,,89686000273# US (San Jose)
+13462487799,,89686000273# US (Houston)
Images
Date and Time
Wednesday Jul 8, 2020
10:00 AM - 10:30 AM PDT
Location
Zoom Link is sent in meeting confirmation
Fees/Admission
Free
