Continuing education key to staying on top

Are you on the fence about whether seminars, meetings, subscriptions, webinars or credit courses are worth the time and trouble?

For the moment, “robo-advisors” are more prevalent in the personal finance and investment world than in the insurance world, so you’re not likely to be replaced any time soon. But Dave Patriarche, president of Mainstay Insurance Brokerage Inc., expects this to change quickly as insurance companies make ever greater use of technology to save money. As well, business owners will appreciate your efforts to educate them so they can make informed, cost-effective choices in an ever-changing benefits landscape.

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