In episode 8, we sit down with Gary Mitchell, President of GroupSource. Gary has a really interesting background in the employee benefits industry spanning 30 years. If you don’t know Gary, or haven’t heard of GroupSource you’ll definitely want to know both after this podcast. As a business owner himself, Gary’s perspective on running a company and offering a benefits plan is quite insightful. I really enjoyed sitting down with him to learn his thoughts on the industry. I hope you enjoy it as well.
In this episode my business partners Al McDonald and Joe Ferreira join me on The Benefits Corner. Al speaks to us about his role at Life & Legacy Advisory Group that includes Financial Planning, Estate Planning and as well as a new tool that he’s using with his clients. Joe fills us in on what Living Benefits are and why they’re important. The guys also talk to us about how they’ve created lifetime relationships with their clients.
Dave is the President and Founder of the CGIB (Canadian Group Insurance Brokers) Association. He is passionate about the employee benefits industry and is a recognized leader and contributor to various Industry publications. Listen in as Dave talks about the 800 pound gorilla, what the CGIB is all about and what advice he offers to new entrants into our industry. Finally, we learn a bit more about who Dave is and why he’ll certainly be a return guest on our show. Enjoy!