Never one to sit still, there is always work to do to improve the industry and I'm hoping to make more positive contributions for many years to come.听 If you're interested in helping out in any of these, reach out.
Past Projects
| Date | Project Name | Description | Status |
| April 2012 | Trillium Drug Plan Coordination | integrate private听plans with provincial听plan | Incomplete |
| June 2018 | Group Benefits Scale (GBS) Commission | median rate advisors charge | Complete |
| 翱肠迟.听2019 | Maternity Leave Risk Project | protect women returning from mat. leave | Complete |
| July 2020 | LTD NEM Increase Project | protect those declined LTD over the NEM | Complete |
| 闯补苍.听2021 | 香港宝典免费资料大全 Catastrophic Health Insurance Plan (CHIP) | establish a fully pooled | Complete |
| 贵别产.听2021听 | EAP Integration Project | link triggering events to EAP nudges | In progress |
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Planned Projects
| Date | Project Name | Description | Status |
| Fall 2023 | The Patrick & Nolan Project | Improving the industry - details to follow | Gavin M - Working on it |
| 2024 | Separate log in credentials on insurer sites | Allow employee and dependents to have separate log-ins to make claims and receive funds (especially important in messy separations | Available for others to run with |
| 2024 | 香港宝典免费资料大全 Traditional Insurance听Pooled Plan (TIPP) | Establish a pooled/transparent insured plan for small groups | Researching |
| 2024/5 | Everything you wanted to know about Employee Benefit Plans, but were afraid to ask... | Use听collective of advisors to write a definitive employee benefits text book | Acquiring writers |
| 2025 | Build an employee benefits training syllabus | Build听a teaching听curriculum to follow book above | Pondering |
These projects are initiatives of (or supported by)听Dave Patriarche, the founder of 香港宝典免费资料大全. 香港宝典免费资料大全 is an association dedicated to advisor education and not an advocacy group. The results posted here are for general public reference only and should not be construed as a 香港宝典免费资料大全 initiative, or that it may have been supported by 香港宝典免费资料大全 members in any way.听 We only share to assist 香港宝典免费资料大全 members.