Association Plans: The Untapped Opportunity for Benefits Advisors

Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table.

This session explores how focusing on associations can help advisors build a more consistent pipeline, differentiate their offering, and position themselves as specialists rather than generalists.

We’ll break down how association-based strategies create long-term value for both advisors and their clients, while addressing the unique needs of member groups.

In this session, we’ll cover:

• Why association plans are gaining traction in today’s benefits landscape
• How advisors can position themselves as experts in association-based strategies
• The advantages of serving member groups versus traditional group plans
• How to build long-term relationships through association partnerships
• Common pitfalls advisors face when entering this space and how to avoid them
• Q&A session

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, helping advisors design flexible, customized solutions that align with evolving client needs.