Video: How to Read Your Monthly Financial Statement

New Video: How to Read Your Monthly Financial Statement

The Benefits Trust financial statement is an important tool that provides a clear monthly snapshot of your benefit plan’s financial status.

At The Benefits Trust, we are committed to providing service excellence, clarity, and transparency to all of our clients.

Recently, we developed a reference video that is designed to help benefit administrators and advisors understand how to read their monthly financial statements.

Watch the video below, and if you still have questions about how to read your statements or about your benefits plan, please don’t hesitate to contact our office!

The Benefits Trust helps small and mid-sized businesses build custom benefits plans that meet their specific needs. Contact us today.

Visit our Administrator Resource Centre for access to forms and FAQs.

More from The Benefits Trust:

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About Mike Ignatz

Mike Ignatz has managed Business Development at The Benefits Trust since 2005. His drive and focus has helped The Benefits Trust provide better benefits plans to small and mid-sized businesses throughout Canada.

Mitigating Risk in Your Client’s Benefits Plan Design – Part 1 - September 24, 2020
Case Study: Freeing Yourself From the Commodity Mindset - August 27, 2020
Case Study: Reflecting Your Company Culture in Your Benefits Plan - May 21, 2020
Case Study: Addressing Employee Demands for More Benefit Choices in Family Owned Business - February 21, 2020
Changes Coming to OHIP in 2020 - November 26, 2019
Canadian Businesses Turning to Flexible Benefits Plans - October 7, 2019
Common Benefits Advisor Problems: Adding Value, Part Three - June 6, 2019
Common Benefits Advisor Problems: Adding Value, Part Two - May 14, 2019
Dental Fees in Ontario Rising 4.19% This Year: What Can You Do? - March 22, 2019
How to Combat the Skyrocketing Cost of Dental Claims - October 24, 2018

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Formal benefits plan documentation to satisfy all legislative requirements concerning private health services plans prepared by The Benefits Trust contract specialists.

Complete Administration Manual which clearly outlines procedures and provides forms for notification of employee status changes.

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Employee communication materials such as benefits brochures and booklets, announcement memos.

Wallet certificate cards provide each member with their contract number and individual certificate number, coordinated with electronic dental.

Facilitating insurance claims with the various carriers.

New Video: How to Read Your Monthly Financial Statement

About Mike Ignatz

There is a better option for employee benefits. We can show you how. Contact us today.

From the blog

Get Your Money Faster

Eligible Expenses Include:

Our Administration Fee is All Inclusive

New Video: How to Read Your Monthly Financial Statement

About Mike Ignatz

There is a better option for employee benefits. We can show you how. Contact us today.

From the blog

Get Your Money Faster

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Eligible Expenses Include:

Our Administration Fee is All Inclusive