ASO Funding 101 For All Size Groups

Many advisors assume that Administrative Services Only (ASO) funding is only suitable for large organizations, but that’s a myth. ASO is a funding philosophy, not a size category. With the right education and positioning, even your smallest clients can benefit from this flexible and transparent model.

In this session, we’ll reframe the conversation around ASO and give you practical strategies to bring it to groups of all sizes. We’ll cover:

• The core principles of ASO
• Why ASO works for companies with 1 employee or 500
• How to evaluate when an ASO plan makes financial sense
• Myths that keep small businesses from considering ASO (and how to counter them)
• Q&A session

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, ensuring you have the tools and knowledge to serve your clients better.