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.

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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.

Latest posts by Mike Ignatz (see all)

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

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New Video: How to Read Your Monthly Financial Statement

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

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