Category Archives: Custom Plan Design

Mitigating Risk in Your Client’s Benefits Plan Design – Part 1

Risk
Posted on September 24th, 2020 by Mike Ignatz

A benefits plan is a promise between an employer and their employee. As a trusted source of knowledge to your clients, your role as a benefits advisor is to help them keep that promise. You can achieve this by advising them on the optimal benefits plan design that will best (…) [Read Full Article]

Comments Off on Mitigating Risk in Your Client’s Benefits Plan Design – Part 1

Case Study: Freeing Yourself From the Commodity Mindset

Contract Consultation
Posted on August 27th, 2020 by Mike Ignatz

The main focus of The Benefits Trust is to provide superior Third Party Administration services for employer groups of one or more. We do this by tapping into our professional insurance advisor distribution network. And because we’re independently and privately-owned, we’re able to work with close to 20 different insurance (…) [Read Full Article]

Posted in Custom Plan Design

Comments Off on Case Study: Freeing Yourself From the Commodity Mindset

Case Study: Reflecting Your Company Culture in Your Benefits Plan

Posted on May 21st, 2020 by Mike Ignatz

  At The Benefits Trust, our primary aim is to provide business owners with superior benefits plans. We offer tailored plans that are designed to provide ample flexibility, tax advantages, and, of course, employee satisfaction. Recently, we were able to help one of our clients in the education space design a (…) [Read Full Article]

Comments Off on Case Study: Reflecting Your Company Culture in Your Benefits Plan

Case Study: Addressing Employee Demands for More Benefit Choices in Family Owned Business

Benefits Planning
Posted on February 21st, 2020 by Mike Ignatz

The client is a family-owned Canadian business in the logistics and distribution industry with over 70 employees, from labourers to professionals, key employees, and two generations of owners. From the beginning, it was clear to us that the diverse range of wages and salaries within the company would require a (…) [Read Full Article]

Comments Off on Case Study: Addressing Employee Demands for More Benefit Choices in Family Owned Business

Selling Benefits Plans to Religious Groups & Charities

Charity
Posted on February 23rd, 2018 by Robert Crowder

Groups such as religious organizations, not-for-profits, and charities often have specific needs for their healthcare plans that conventional off-the-shelf plans cannot accommodate. Benefits plan advisors have a great opportunity to offer customized benefits to this market. There are many reasons these types of groups may not currently have a benefits (…) [Read Full Article]

Comments Off on Selling Benefits Plans to Religious Groups & Charities

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]

Comments Off on Stop Being Afraid of Your Clients

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]

Comments Off on Can I Have a Benefits Plan for Just One Employee?

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]

Comments Off on Can a Business Owner Have a Benefits Plan for One?

Pirate-Proof Your Client’s Benefits Plan

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]

Comments Off on Pirate-Proof Your Client’s Benefits Plan

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]

Comments Off on Selling Benefits Plans to Family Health Teams
« Older Entries

Comments are closed.