Category Archives: Custom Plan Design

Stop Being Afraid of Your Clients

Posted on July 28th, 2017 by Mike Ignatz

The group benefits industry is evolving to meet the customer’s demand for computer-driven convenience. Client expectations have risen, and many clients – especially the younger demographic – want to be able to access the information they need immediately. Preferably, on the insurer’s website. But this convenience can lead to information (…) [Read Full Article]

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Can I Have a Benefits Plan for Just One Employee?

Can I Have a Benefits Plan for Just One Employee?
Posted on September 16th, 2015 by Mike Ignatz

In our last post on this topic, we discussed which benefits plans are best for business owner-operators, sole proprietors, and incorporated individuals who want a benefits plan for themselves. However, a one-person benefits plan may be needed when the business owner doesn’t want or need coverage, for whatever reason, but (…) [Read Full Article]

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Can a Business Owner Have a Benefits Plan for One?

Business Benefits Plans
Posted on August 18th, 2015 by Mike Ignatz

“Do you provide benefits plans for just one person?” is a question advisors regularly relay to us, and they are usually surprised by the answer. Indeed you can! It is an under-served market and can be quite lucrative. For many advisors however, the real value of these plans is providing (…) [Read Full Article]

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Pirate-Proof Your Client’s Benefits Plan: How to Keep the Vultures at Bay

Jack Sparrow
Posted on April 6th, 2015 by Mike Ignatz

Do you stay up late at night worrying about other advisors scooping up your business? Are your nightmares haunted by middle-aged financial advisors with five group clients snagging your clients because they achieved the impossible and found an insurer to buy the business, or their kids both play for the (…) [Read Full Article]

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Selling Benefits Plans to Family Health Teams

Family Benefits
Posted on December 10th, 2014 by Karen Taylor Smith

This is the last in our blog series about effectively selling benefits plans to healthcare professionals. Healthcare professionals have specific needs for their healthcare plans – needs that conventional off-the-shelf plans typically cannot meet. There is a great opportunity for benefits plan advisors to offer customized plans to this largely (…) [Read Full Article]

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Canadian Treasurer Magazine – What Finance Needs to Know About Employee Benefits

Employee benefits
Posted on November 19th, 2014 by Mike Ignatz

In the Fall 2014 edition of Canadian Treasurer Magazine, The Benefits Trust’s Robert Crowder (President) and Karen Taylor Smith (Senior Manager, Group Benefits) were interviewed, along with six of the other top benefits consultants in Canada, to comment on the topic of finance and employee benefits. The article, entitled “Employee (…) [Read Full Article]

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Stay Ahead of the Hiring Curve with the Next Generation of Benefits Plans

Custom benefits plans
Posted on November 12th, 2014 by Mike Ignatz

At The Benefits Trust, we have long been proponents of the need for customized benefits plans. Benefits plans should allow you to create groups within your group, and should be tailored to support your business goals and align with your organization’s compensation philosophy. An excellent recent article in Benefits Canada, (…) [Read Full Article]

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Selling Benefits Plans to Veterinarians: Introducing the Veterinarian SelectFlex Benefits Plan

Vet SelectFlex
Posted on October 17th, 2014 by Karen Taylor Smith

This is our fourth blog post in our on-going series about selling to healthcare professionals. Healthcare professionals have specific needs for their healthcare plans – needs that conventional off-the-shelf plans typically cannot meet. There is a great opportunity for benefits plan advisors to offer customized plans to this largely untapped (…) [Read Full Article]

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How Benefits Plans Discriminate Against Executives

Benefits Plans
Posted on September 18th, 2014 by Robert Crowder

That’s right: most off-the-shelf benefits plans on the market discriminate against executives. It’s simple when you think about it. Let’s say everyone in your company has the same, standard benefits plan. When you hire a new employee in an entry-level position and give them benefits, they’re getting the same benefits (…) [Read Full Article]

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Selling Benefits Plans to Pharmacists and Paramedical Practitioners

Pharmacy Benefits
Posted on August 14th, 2014 by Karen Taylor Smith

This is our third blog post in our on-going series about selling to healthcare professionals. Healthcare professionals have specific needs for their healthcare plans – needs that conventional off-the-shelf plans typically cannot meet. There is a great opportunity for benefits plan advisors to offer customized plans to this largely untapped (…) [Read Full Article]

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