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Preferred Providers and Mindful Money Matters

Posted on Jan. 25, 2024  /  General Newsletter  /  0


 

Reduce the cost of auto insurance by selecting a preferred provider option?


Dear colleagues,

The ORA was disturbed to see FSRA reporting (FSRA 2022 Consumer Research Report Auto Insurance_May 5 2023 linked herethat consumers would do so to lower premium costs. We loathe this idea.

How many consumers have any idea what the impact of such a choice could have on their rehabilitation if they're injured?

We worriedly wonder why FSRA presented it as one of the options in its FSRA 2022 Consumer Research Report Auto Insurance - May 5, 2023.

We've written to FSRA with that question and our concerns.
Read our letter here. 

Letter to FSRA re Preferred Providers -Dec 2023 

Sincerely,

Laurie Davis
Executive Director
The Ontario Rehab Alliance


Everyone thinks about money in January - especially those who work with injured and disabled clients and their families trying to make sense of dwindling dollars and cents.

Join us virtually TODAY, January 25, 1 - 2 pm when Disability Finance Specialists Daniel Carroll and Janis Bellman from Hudson Wealth and Trust will answer some of the trickiest and stickiest FAQs to help you better help your clients.

REGISTER HERE

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Who can attend this webinar?

  • Open to anyone working with clients in the auto rehab industry of Ontario. 



Is the webinar being recorded? Will we have access to the recording?

  • Yes, the webinar will be recorded. Whether you cannot attend live, or need to leave early, or just like having the recording to reflect on the content at a later time,  the recording link will be shared with all those that paid and registered for the event. 
        


Our Presenters

Daniel Carroll
Senior Partner
Financial Security Specialist
Disability Finance Specialist
Investment Representative               

Daniel is a co-founding partner at Hudson Wealth and Trust Planning Group with over 20 years of experience in financial analysis and planning. Most of these years were spent working directly with the victims of motor vehicle collisions and medical malpractice and their families. He has written several key pieces in the field of disability finance and has given talks at events on topics, including: Financial Management for those who will not return to work; An advisor’s guide to working with disabled clients; Understanding market turbulence and risk; Estate planning for families with a disabled child; Business succession planning; and more. 

Janis Bellman
Certified Financial Planner

Janis is a CERTIFIED FINANCIAL PLANNER® professional who is highly regarded by her peers. She has always applied her belief that comprehensive planning for the whole family is the most successful way to ensure that all areas of finance and risk are covered. She has often been lauded for her compassionate approach to working with clients who have difficult situations and for her ability to find innovative solutions to challenging problems, particularly for clients with disabilities. Along with her experience in providing financial advice to the injured, Janis has experience in financial counselling in matters involving divorce; regrettably, two areas that often intersect. 

 
 

 

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Fueling ORA's Activities With Their Generous Contributions

Accepting New Supporters Until January 30, 2024
Please reach out if you are interested in becoming a sponsor.
[email protected]

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