Online Seminar: Retirement Plan Communication: A Case Study

September 10, 2020 12:00 PM to 1:00 PMOnline - Mountain Time zone
Area of Interest: Pensions, Benefits, Investments, Networking Format: Web

An online seminar hosted by CPBI Southern Alberta Region


Please join us for an online seminar on September 10, 2020.

Michel and Brenda will share the retirement plan communication strategies for two of their shared clients. One established a brand new plan for their employees and the other undertook a detailed marketing and carrier search. Using a case study approach they will share how the same communication materials and strategies were positioned with each client yet deployed differently. How did it turn out? Join us to hear of the successes, challenges and lessons learned from all perspectives – insurer, consultant, employer and employee.

Cancellation Policy