client care - Blog - Brock Shores Financial #ImprovingFutures2024-03-29T07:30:50Zhttps://improvingfutures.ning.com/blog/feed/tag/client+careFSCO update Insurance Regulationshttps://improvingfutures.ning.com/blog/fsco-update-insurance-regulations2018-09-29T19:34:34.000Z2018-09-29T19:34:34.000ZTimothy Rosshttps://improvingfutures.ning.com/members/TimothyRoss<div><p><a href="http://trk.mmail.lst.fin.gov.on.ca/list/euidlxqe/180928E/dxqy8f.vib?a0=875" target="_blank" rel="noopener">http://trk.mmail.lst.fin.gov.on.ca/list/euidlxqe/180928E/dxqy8f.vib?a0=875</a></p>
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<p>Reviewed the guidebook today. Fairly good common sense, communication. Take care of clients needs. Due diligence and go the second mile to ensure clients understand what they have and what their options are. </p>
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<p><a href="https://storage.ning.com/topology/rest/1.0/file/get/127308325?profile=original" target="_blank" rel="noopener"><img class="align-full" src="https://storage.ning.com/topology/rest/1.0/file/get/127308325?profile=RESIZE_710x" width="350" /></a></p>
<p>Click on the link above for the full guidance report. </p>
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<p><a href="https://storage.ning.com/topology/rest/1.0/file/get/127308518?profile=original" target="_blank" rel="noopener"><img class="align-full" src="https://storage.ning.com/topology/rest/1.0/file/get/127308518?profile=RESIZE_710x" width="350" /></a></p>
<p>A couple things I would like our firm to get better at is letting clients know the broad range of products we have available. Travel insurance, health benefits and hospitalization insurance come to mind. </p>
<p>Tim Ross, Founder Brock Shores Financial</p>
<p>#ImprovingFutures</p>
<p> <a href="http://ouradvisor.ca/TimothyRoss">http://ouradvisor.ca/TimothyRoss</a></p>
<p> My license link</p>
<p><a href="http://alias2a.fsco.gov.on.ca/ShowAgent.aspx?id=93003170%20&ci=_EN&src=int" target="_blank" rel="noopener">Licence Confirm</a></p>
<p>Check others </p>
<p><a href="http://alias2a.fsco.gov.on.ca/agents.aspx" target="_blank" rel="noopener">Confirm other agents</a></p>
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