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DTSTART;TZID=America/Toronto:20261022T120000
DTEND;TZID=America/Toronto:20261022T130000
DTSTAMP:20260924T045727Z
CREATED:20260923T100543Z
LAST-MODIFIED:20260924T045727Z
UID:10236-1792670400-1792674000@thebenefitstrust.com
SUMMARY:Managing Relationships to Maximize Profit
DESCRIPTION:A strong client relationship is not built on the renewal alone. It depends on clear expectations\, consistent communication and a shared understanding of what success looks like from the beginning. \nIn this session\, we’ll look at how advisors can strengthen long-term client relationships by reducing unnecessary friction\, communicating proactively and moving beyond a transactional vendor role. We’ll also explore why changing carriers or providers simply for the sake of change can create disruption without necessarily creating more value. \nWe’ll cover \n\nHow stronger client relationships can support retention and profitability\nSetting clear expectations and mutual goals early in the relationship\nMoving from a transactional vendor role to a long-term partnership\nUsing proactive communication to address issues before they become problems\nHow to evaluate when a provider change is warranted and when continuity may better serve the client\nA practical client communication example showing how expectation-setting can prevent friction\nQ&A session\n\nYou’ll leave with a clearer framework for managing advisor-client relationships in a way that supports retention\, smoother service and more profitable long-term relationships. \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/managing-relationships-to-maximize-profit-1-0-ce-credit-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2026/06/how-advisors.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261020T100000
DTEND;TZID=America/Toronto:20261020T110000
DTSTAMP:20261005T140238Z
CREATED:20260923T095851Z
LAST-MODIFIED:20261005T140238Z
UID:10233-1792490400-1792494000@thebenefitstrust.com
SUMMARY:Managing Relationships to Maximize Profit
DESCRIPTION:A strong client relationship is not built on the renewal alone. It depends on clear expectations\, consistent communication and a shared understanding of what success looks like from the beginning. \nIn this session\, we’ll look at how advisors can strengthen long-term client relationships by reducing unnecessary friction\, communicating proactively and moving beyond a transactional vendor role. We’ll also explore why changing carriers or providers simply for the sake of change can create disruption without necessarily creating more value. \nWe’ll cover \n\nHow stronger client relationships can support retention and profitability\nSetting clear expectations and mutual goals early in the relationship\nMoving from a transactional vendor role to a long-term partnership\nUsing proactive communication to address issues before they become problems\nHow to evaluate when a provider change is warranted and when continuity may better serve the client\nA practical client communication example showing how expectation-setting can prevent friction\nQ&A session\n\nYou’ll leave with a clearer framework for managing advisor-client relationships in a way that supports retention\, smoother service and more profitable long-term relationships. \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/managing-relationships-to-maximize-profit-1-0-ce-credit-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_271234444-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20261015T100000
DTEND;TZID=America/Toronto:20261015T110000
DTSTAMP:20261005T140238Z
CREATED:20260923T094954Z
LAST-MODIFIED:20261005T140238Z
UID:10230-1792058400-1792062000@thebenefitstrust.com
SUMMARY:Managing Relationships to Maximize Profit
DESCRIPTION:A strong client relationship is not built on the renewal alone. It depends on clear expectations\, consistent communication and a shared understanding of what success looks like from the beginning. \nIn this session\, we’ll look at how advisors can strengthen long-term client relationships by reducing unnecessary friction\, communicating proactively and moving beyond a transactional vendor role. We’ll also explore why changing carriers or providers simply for the sake of change can create disruption without necessarily creating more value. \nWe’ll cover \n\nHow stronger client relationships can support retention and profitability\nSetting clear expectations and mutual goals early in the relationship\nMoving from a transactional vendor role to a long-term partnership\nUsing proactive communication to address issues before they become problems\nHow to evaluate when a provider change is warranted and when continuity may better serve the client\nA practical client communication example showing how expectation-setting can prevent friction\nQ&A session\n\nYou’ll leave with a clearer framework for managing advisor-client relationships in a way that supports retention\, smoother service and more profitable long-term relationships. \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/managing-relationships-to-maximize-profit-1-0-ce-credit/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2024/07/Meet_the_Masters_Unscripted_and_Unplugged.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260930T120000
DTEND;TZID=America/Toronto:20260930T130000
DTSTAMP:20260907T050421Z
CREATED:20260818T174030Z
LAST-MODIFIED:20260907T050421Z
UID:10125-1790769600-1790773200@thebenefitstrust.com
SUMMARY:Insured vs. ASO: What a Client Sees (1.0 CE Credit)
DESCRIPTION:For many clients\, the difference between a traditional insured benefits plan and an Administrative Services Only (ASO) plan isn’t immediately clear. Both can provide strong employee benefits\, but the level of visibility\, flexibility\, and control over plan design and costs can be very different. \nThis session is designed to help advisors explain those differences in a way clients can easily understand. We’ll focus on what the client actually sees—from how they pay for benefits and manage claims costs to the amount of control they have over plan design\, funding\, and future changes. \nSession dates: \n\nSeptember 15 at 10:00 AM\nSeptember 17 at 10:00 AM\nSeptember 30 at 12:00 PM\n\nWe’ll cover: \n\nWhat a client sees under a traditional insured plan versus an ASO plan\nHow each model impacts a client’s control over plan design and costs\nHow premiums\, claims and plan expenses are handled\nThe role of risk tolerance when choosing between Insured and ASO\nHow ASO can provide greater flexibility and cost transparency\nCommon misconceptions clients may have about ASO\nHow to position each option based on the client’s business needs\nQ&A session\n\nThis session is presented by The Benefits Trust\, Canada’s largest independent third-party administrator\, helping advisors provide clients with flexible benefits solutions and greater clarity around plan design and costs.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/iso-vs-aso-zoomcast-30sept/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2024/07/Picture1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260917T100000
DTEND;TZID=America/Toronto:20260917T110000
DTSTAMP:20260907T045348Z
CREATED:20260818T173941Z
LAST-MODIFIED:20260907T045348Z
UID:10124-1789639200-1789642800@thebenefitstrust.com
SUMMARY:Insured vs. ASO: What a Client Sees (1.0 CE Credit)
DESCRIPTION:For many clients\, the difference between a traditional insured benefits plan and an Administrative Services Only (ASO) plan isn’t immediately clear. Both can provide strong employee benefits\, but the level of visibility\, flexibility\, and control over plan design and costs can be very different. \nThis session is designed to help advisors explain those differences in a way clients can easily understand. We’ll focus on what the client actually sees—from how they pay for benefits and manage claims costs to the amount of control they have over plan design\, funding\, and future changes. \nSession dates: \n\nSeptember 15 at 10:00 AM\nSeptember 17 at 10:00 AM\nSeptember 30 at 12:00 PM\n\nWe’ll cover: \n\nWhat a client sees under a traditional insured plan versus an ASO plan\nHow each model impacts a client’s control over plan design and costs\nHow premiums\, claims and plan expenses are handled\nThe role of risk tolerance when choosing between Insured and ASO\nHow ASO can provide greater flexibility and cost transparency\nCommon misconceptions clients may have about ASO\nHow to position each option based on the client’s business needs\nQ&A session\n\nThis session is presented by The Benefits Trust\, Canada’s largest independent third-party administrator\, helping advisors provide clients with flexible benefits solutions and greater clarity around plan design and costs.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/iso-vs-aso-zoomcast-17sept/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2024/07/Picture1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260915T100000
DTEND;TZID=America/Toronto:20260915T110000
DTSTAMP:20260907T045400Z
CREATED:20260818T173137Z
LAST-MODIFIED:20260907T045400Z
UID:10118-1789466400-1789470000@thebenefitstrust.com
SUMMARY:Insured vs. ASO: What a Client Sees (1.0 CE Credit)
DESCRIPTION:For many clients\, the difference between a traditional insured benefits plan and an Administrative Services Only (ASO) plan isn’t immediately clear. Both can provide strong employee benefits\, but the level of visibility\, flexibility\, and control over plan design and costs can be very different. \nThis session is designed to help advisors explain those differences in a way clients can easily understand. We’ll focus on what the client actually sees—from how they pay for benefits and manage claims costs to the amount of control they have over plan design\, funding\, and future changes. \nSession dates: \n\nSeptember 15 at 10:00 AM\nSeptember 17 at 10:00 AM\nSeptember 30 at 12:00 PM\n\nWe’ll cover: \n\nWhat a client sees under a traditional insured plan versus an ASO plan\nHow each model impacts a client’s control over plan design and costs\nHow premiums\, claims and plan expenses are handled\nThe role of risk tolerance when choosing between Insured and ASO\nHow ASO can provide greater flexibility and cost transparency\nCommon misconceptions clients may have about ASO\nHow to position each option based on the client’s business needs\nQ&A session\n\nThis session is presented by The Benefits Trust\, Canada’s largest independent third-party administrator\, helping advisors provide clients with flexible benefits solutions and greater clarity around plan design and costs.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/iso-vs-aso-zoomcast-15sept/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2024/07/Picture1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260617T120000
DTEND;TZID=America/Toronto:20260617T130000
DTSTAMP:20260210T150913Z
CREATED:20260108T210227Z
LAST-MODIFIED:20260210T150913Z
UID:9974-1781697600-1781701200@thebenefitstrust.com
SUMMARY:Sales Cycle from Start to Finish
DESCRIPTION:What does a strong benefits sale look like\, from first contact to signed agreement? In this live discussion\, two experienced advisors will walk through their full sales cycle\, offering candid insights into what works\, what stalls\, and what gets results. \nWe’ll explore real conversations\, decision points\, and tactics you can apply in your own practice. \nYou’ll learn: \n\nHow to build trust and move past “just send me a quote”\nThe role of education in the sales process\nHow to position The Benefits Trust with different buyer types\nTips for handling objections and keeping momentum\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/sales-cycle-from-start-to-finish/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/04/felix-viray-WEKYnsgn0x8-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260611T100000
DTEND;TZID=America/Toronto:20260611T110000
DTSTAMP:20260210T150833Z
CREATED:20260108T210227Z
LAST-MODIFIED:20260210T150833Z
UID:9982-1781172000-1781175600@thebenefitstrust.com
SUMMARY:Sales Cycle from Start to Finish
DESCRIPTION:What does a strong benefits sale look like\, from first contact to signed agreement? In this live discussion\, two experienced advisors will walk through their full sales cycle\, offering candid insights into what works\, what stalls\, and what gets results. \nWe’ll explore real conversations\, decision points\, and tactics you can apply in your own practice. \nYou’ll learn: \n\nHow to build trust and move past “just send me a quote”\nThe role of education in the sales process\nHow to position The Benefits Trust with different buyer types\nTips for handling objections and keeping momentum\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/sales-cycle-from-start-to-finish-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/04/felix-viray-WEKYnsgn0x8-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260609T100000
DTEND;TZID=America/Toronto:20260609T110000
DTSTAMP:20260210T150733Z
CREATED:20260108T210227Z
LAST-MODIFIED:20260210T150733Z
UID:9976-1780999200-1781002800@thebenefitstrust.com
SUMMARY:Sales Cycle from Start to Finish
DESCRIPTION:What does a strong benefits sale look like\, from first contact to signed agreement? In this live discussion\, two experienced advisors will walk through their full sales cycle\, offering candid insights into what works\, what stalls\, and what gets results. \nWe’ll explore real conversations\, decision points\, and tactics you can apply in your own practice. \nYou’ll learn: \n\nHow to build trust and move past “just send me a quote”\nThe role of education in the sales process\nHow to position The Benefits Trust with different buyer types\nTips for handling objections and keeping momentum\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/sales-cycle-from-start-to-finish-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/04/felix-viray-WEKYnsgn0x8-unsplash-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260527T120000
DTEND;TZID=America/Toronto:20260527T130000
DTSTAMP:20260326T184806Z
CREATED:20260108T210227Z
LAST-MODIFIED:20260326T184806Z
UID:9972-1779883200-1779886800@thebenefitstrust.com
SUMMARY:Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)
DESCRIPTION:Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. \nThis 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. \nWe’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. \nIn this session\, we’ll cover: \n\nWhy association plans are gaining traction in today’s benefits landscape\nHow advisors can position themselves as experts in association-based strategies\nThe advantages of serving member groups versus traditional group plans\nHow to build long-term relationships through association partnerships\nCommon pitfalls advisors face when entering this space and how to avoid them\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/association-plans/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/12/planning-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260507T100000
DTEND;TZID=America/Toronto:20260507T110000
DTSTAMP:20260326T184801Z
CREATED:20260108T210228Z
LAST-MODIFIED:20260326T184801Z
UID:9975-1778148000-1778151600@thebenefitstrust.com
SUMMARY:Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)
DESCRIPTION:Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. \nThis 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. \nWe’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. \nIn this session\, we’ll cover: \n\nWhy association plans are gaining traction in today’s benefits landscape\nHow advisors can position themselves as experts in association-based strategies\nThe advantages of serving member groups versus traditional group plans\nHow to build long-term relationships through association partnerships\nCommon pitfalls advisors face when entering this space and how to avoid them\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/association-plans-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/12/planning-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260505T100000
DTEND;TZID=America/Toronto:20260505T110000
DTSTAMP:20260326T184742Z
CREATED:20260108T210228Z
LAST-MODIFIED:20260326T184742Z
UID:9973-1777975200-1777978800@thebenefitstrust.com
SUMMARY:Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)
DESCRIPTION:Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. \nThis 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. \nWe’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. \nIn this session\, we’ll cover: \n\nWhy association plans are gaining traction in today’s benefits landscape\nHow advisors can position themselves as experts in association-based strategies\nThe advantages of serving member groups versus traditional group plans\nHow to build long-term relationships through association partnerships\nCommon pitfalls advisors face when entering this space and how to avoid them\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/association-plans-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/12/planning-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260422T120000
DTEND;TZID=America/Toronto:20260422T130000
DTSTAMP:20260326T183313Z
CREATED:20260108T210228Z
LAST-MODIFIED:20260326T183313Z
UID:9981-1776859200-1776862800@thebenefitstrust.com
SUMMARY:Real Executive Benefits: What Does It Mean?
DESCRIPTION:Executive benefits can’t be one-size-fits-all\, but too often\, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. \nFeaturing guest expert Alan from Medcam\, we’ll dive into the real opportunities that come from customizing executive coverage to deliver meaningful value and retention. \nWe’ll cover: \n● What executives really care about (and what they don’t) \n● The limits of traditional group plans for senior roles \n● Why off-the-shelf “executive add-ons” fall short \n● How to build benefits packages that support retention and satisfaction \n● Q&A session \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/real-executive-benefits/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/10/TBT_Blog_Banners_2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260416T100000
DTEND;TZID=America/Toronto:20260416T110000
DTSTAMP:20260326T183309Z
CREATED:20260108T210228Z
LAST-MODIFIED:20260326T183309Z
UID:9971-1776333600-1776337200@thebenefitstrust.com
SUMMARY:Real Executive Benefits: What Does It Mean?
DESCRIPTION:Executive benefits can’t be one-size-fits-all\, but too often\, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. \nFeaturing guest expert Alan from Medcam\, we’ll dive into the real opportunities that come from customizing executive coverage to deliver meaningful value and retention. \nWe’ll cover: \n● What executives really care about (and what they don’t) \n● The limits of traditional group plans for senior roles \n● Why off-the-shelf “executive add-ons” fall short \n● How to build benefits packages that support retention and satisfaction \n● Q&A session \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/real-executive-benefits-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/10/TBT_Blog_Banners_2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260414T100000
DTEND;TZID=America/Toronto:20260414T110000
DTSTAMP:20260326T183251Z
CREATED:20260108T210229Z
LAST-MODIFIED:20260326T183251Z
UID:9970-1776160800-1776164400@thebenefitstrust.com
SUMMARY:Real Executive Benefits: What Does It Mean?
DESCRIPTION:Executive benefits can’t be one-size-fits-all\, but too often\, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. \nFeaturing guest expert Alan from Medcam\, we’ll dive into the real opportunities that come from customizing executive coverage to deliver meaningful value and retention. \nWe’ll cover: \n● What executives really care about (and what they don’t) \n● The limits of traditional group plans for senior roles \n● Why off-the-shelf “executive add-ons” fall short \n● How to build benefits packages that support retention and satisfaction \n● Q&A session \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/real-executive-benefits-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/10/TBT_Blog_Banners_2.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260122T120000
DTEND;TZID=America/Toronto:20260122T130000
DTSTAMP:20251222T181925Z
CREATED:20251215T225621Z
LAST-MODIFIED:20251222T181925Z
UID:9956-1769083200-1769086800@thebenefitstrust.com
SUMMARY:What’s the Hurt? (1.0 CE Credit)
DESCRIPTION:Every advisor has faced the “everything’s fine” client response\, but what’s really going on underneath? This session explores how a single\, well-timed question can change the course of a benefits conversation: What’s the hurt? \nWhen used correctly\, this question helps uncover the real pain points or hidden issues that influence decision-making but rarely surface in routine discussions. \nIn this session\, we’ll walk through: \n\nWhy surface-level symptoms often hide deeper challenges\nHow to use “What’s the hurt?” to open high-trust conversations\nWhat to listen for and how to respond\nFraming your recommendations around client concerns\, not product features\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/whats-the-hurt-1-0-ce-credit-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_252887400-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260120T100000
DTEND;TZID=America/Toronto:20260120T110000
DTSTAMP:20251222T181907Z
CREATED:20251215T225615Z
LAST-MODIFIED:20251222T181907Z
UID:9955-1768903200-1768906800@thebenefitstrust.com
SUMMARY:What’s the Hurt? (1.0 CE Credit)
DESCRIPTION:Every advisor has faced the “everything’s fine” client response\, but what’s really going on underneath? This session explores how a single\, well-timed question can change the course of a benefits conversation: What’s the hurt? \nWhen used correctly\, this question helps uncover the real pain points or hidden issues that influence decision-making but rarely surface in routine discussions. \nIn this session\, we’ll walk through: \n\nWhy surface-level symptoms often hide deeper challenges\nHow to use “What’s the hurt?” to open high-trust conversations\nWhat to listen for and how to respond\nFraming your recommendations around client concerns\, not product features\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/whats-the-hurt-1-0-ce-credit-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_252887400-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260115T100000
DTEND;TZID=America/Toronto:20260115T110000
DTSTAMP:20251222T181848Z
CREATED:20251215T225611Z
LAST-MODIFIED:20251222T181848Z
UID:9953-1768471200-1768474800@thebenefitstrust.com
SUMMARY:What’s the Hurt? (1.0 CE Credit)
DESCRIPTION:Every advisor has faced the “everything’s fine” client response\, but what’s really going on underneath? This session explores how a single\, well-timed question can change the course of a benefits conversation: What’s the hurt? \nWhen used correctly\, this question helps uncover the real pain points or hidden issues that influence decision-making but rarely surface in routine discussions. \nIn this session\, we’ll walk through: \n\nWhy surface-level symptoms often hide deeper challenges\nHow to use “What’s the hurt?” to open high-trust conversations\nWhat to listen for and how to respond\nFraming your recommendations around client concerns\, not product features\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/whats-the-hurt-1-0-ce-credit/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_252887400-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251209T100000
DTEND;TZID=America/Toronto:20251209T113000
DTSTAMP:20251125T212741Z
CREATED:20250819T172607Z
LAST-MODIFIED:20251125T212741Z
UID:9873-1765274400-1765279800@thebenefitstrust.com
SUMMARY:Meet the Masters – Unplugged and Unscripted
DESCRIPTION:Want to know what separates a successful Benefits Advisor from an average one? Join us for this special 90-minute interactive Zoomcast\, where you will have the opportunity to learn from the best in the business. \nIn this Zoomcast\, you’ll gain insights on: \n\nHow top advisors are approaching 2026 planning conversations\nWhat’s changing in client expectations—and how to stay ahead\nAdvice for building trust and long-term value\nOpen Q&A with our expert panel\n\nMeet the Panel\nAndrea Ballett\nWith more than forty-one years in the industry\, Andrea has built a practice anchored in education\, transparency\, and long-term relationships. She focuses on clients with fifteen or more employees and supports organizations ranging from very small groups to those with more than six hundred employees. Andrea works primarily in the GTA\, with clients in multiple provinces. Her philosophy is simple: educate clients so they can make informed decisions today and tomorrow. \nSarah Becker\nSarah brings nearly twenty-five years of experience from both regional and global advisory firms and now partners with Barill and Company. She specializes exclusively in group benefits and helps organizations create plans that balance cost sustainability\, employee understanding\, risk management\, and program effectiveness. Sarah is known for making benefits meaningful and accessible. She contributes to HR associations\, CGIB\, and the National Group Benefit Meetings. Much of her work is rooted in the non-profit sector\, although she thrives with any organization that values the physical\, financial\, and emotional wellbeing of its people. \nMichael Wortsman\nWith more than twenty years of industry experience\, Michael has dedicated his career to helping organizations support their employees with innovative benefit solutions. After joining his father in the industry\, he founded The Employee Benefits Company and built a reputation for responsiveness\, creativity\, and deep technical knowledge. Now a founding partner at Bridgewell\, Michael continues to help employers compete for talent by designing plans that meet the demands of a global workforce. He is a long-standing member of the Canadian Group Insurance Brokers\, a former Manulife Small Business Advisor Panel member\, and a frequent contributor to industry publications and seminars. \nDave Patriarche\nFounder and Registrar of CGIB\, Dave has been operating Mainstay Insurance Brokerage since 1996. His practice is focused one hundred percent on employee benefits. He works exclusively in Ontario and typically serves groups ranging from two to twenty lives\, while also supporting clients with more than one hundred and fifty lives. Dave is recognized across the industry for his expertise\, his work on advisory panels\, and his role as an Expert Witness in employee benefit cases. He also serves on the FSRAO Technical Advisory Committee on Insurer Oversight of Managing General Agencies. \nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/meet-the-masters-unplugged-and-unscripted/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_252887400-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251126T120000
DTEND;TZID=America/Toronto:20251126T130000
DTSTAMP:20250819T172536Z
CREATED:20250819T172536Z
LAST-MODIFIED:20250819T172536Z
UID:9872-1764158400-1764162000@thebenefitstrust.com
SUMMARY:Planning Your Plan for 2026
DESCRIPTION:To hit next year’s goals\, your clients need a plan\, and that starts with the benefits strategy you put in place right now. This Zoomcast is built for advisors who want to set the pace for the year ahead by aligning benefits planning with business priorities. \nWe’ll walk through a forward-thinking framework to help you lead these critical client conversations before the calendar turns. \nYou’ll learn: \n\nHow to review a plan with intention and position yourself as a strategic partner\nQuestions to ask now that shape client readiness for 2026\nHow to use plan performance insights to improve outcomes\nWhy “status quo” is the biggest risk to growth and retention\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/planning-your-plan-for-2026-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_271234444-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251120T100000
DTEND;TZID=America/Toronto:20251120T110000
DTSTAMP:20251007T133522Z
CREATED:20250819T172536Z
LAST-MODIFIED:20251007T133522Z
UID:9871-1763632800-1763636400@thebenefitstrust.com
SUMMARY:Planning Your Plan for 2026 (1.0 CE Credit)
DESCRIPTION:To hit next year’s goals\, your clients need a plan\, and that starts with the benefits strategy you put in place right now. This Zoomcast is built for advisors who want to set the pace for the year ahead by aligning benefits planning with business priorities. \nWe’ll walk through a forward-thinking framework to help you lead these critical client conversations before the calendar turns. \nYou’ll learn: \n\nHow to review a plan with intention and position yourself as a strategic partner\nQuestions to ask now that shape client readiness for 2026\nHow to use plan performance insights to improve outcomes\nWhy “status quo” is the biggest risk to growth and retention\nQ&A session\n\nThis 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. \n(1.0 CE Credit)\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/planning-your-plan-for-2026-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_271234444-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251118T100000
DTEND;TZID=America/Toronto:20251118T110000
DTSTAMP:20251007T133513Z
CREATED:20250819T172529Z
LAST-MODIFIED:20251007T133513Z
UID:9869-1763460000-1763463600@thebenefitstrust.com
SUMMARY:Planning Your Plan for 2026 (1.0 CE Credit)
DESCRIPTION:To hit next year’s goals\, your clients need a plan\, and that starts with the benefits strategy you put in place right now. This Zoomcast is built for advisors who want to set the pace for the year ahead by aligning benefits planning with business priorities. \nWe’ll walk through a forward-thinking framework to help you lead these critical client conversations before the calendar turns. \nYou’ll learn: \n\nHow to review a plan with intention and position yourself as a strategic partner\nQuestions to ask now that shape client readiness for 2026\nHow to use plan performance insights to improve outcomes\nWhy “status quo” is the biggest risk to growth and retention\nQ&A session\n\nThis 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. \n(1.0 CE Credit)\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/planning-your-plan-for-2026/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_271234444-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251022T120000
DTEND;TZID=America/Toronto:20251022T130000
DTSTAMP:20251007T133418Z
CREATED:20250819T172529Z
LAST-MODIFIED:20251007T133418Z
UID:9868-1761134400-1761138000@thebenefitstrust.com
SUMMARY:Get the Most Out of Group Travel Insurance: Tips and Tools for Advisors (1.0 CE Credit)
DESCRIPTION:Many employers underestimate the complexity of group travel insurance. From misinterpreted coverage to unexpected out-of-pocket expenses\, the wrong assumptions can have serious consequences. \nIn this session\, we’ll share practical tools\, including a client-ready checklist and a guide to using The Benefits Trust’s travel insurance card through the app. You’ll walk away ready to answer your clients’ top questions with clarity and credibility. We’ll cover: \n\nCommon Client Questions and Misunderstandings.\nUnderstanding these clauses and their implications for your clients.\nA thorough exploration of the steps involved in the claiming process.\nHow emergency travel insurance interacts with Ontario’s health insurance plan.\nEvaluating typical choices and associated risks.\nQ & A Session.\n\nThis 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. \n(1.0 CE Credit)\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/get-the-most-out-of-group-travel-insurance-tips-and-tools-for-advisors-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_102997096-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251009T100000
DTEND;TZID=America/Toronto:20251009T110000
DTSTAMP:20251007T133411Z
CREATED:20250819T172529Z
LAST-MODIFIED:20251007T133411Z
UID:9867-1760004000-1760007600@thebenefitstrust.com
SUMMARY:Get the Most Out of Group Travel Insurance: Tips and Tools for Advisors (1.0 CE Credit)
DESCRIPTION:Many employers underestimate the complexity of group travel insurance. From misinterpreted coverage to unexpected out-of-pocket expenses\, the wrong assumptions can have serious consequences. \nIn this session\, we’ll share practical tools\, including a client-ready checklist and a guide to using The Benefits Trust’s travel insurance card through the app. You’ll walk away ready to answer your clients’ top questions with clarity and credibility. We’ll cover: \n\nCommon Client Questions and Misunderstandings.\nUnderstanding these clauses and their implications for your clients.\nA thorough exploration of the steps involved in the claiming process.\nHow emergency travel insurance interacts with Ontario’s health insurance plan.\nEvaluating typical choices and associated risks.\nQ & A Session.\n\nThis 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. \n(1.0 CE Credit)\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/get-the-most-out-of-group-travel-insurance-tips-and-tools-for-advisors-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_102997096-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251007T100000
DTEND;TZID=America/Toronto:20251007T110000
DTSTAMP:20251007T133357Z
CREATED:20250819T172522Z
LAST-MODIFIED:20251007T133357Z
UID:9865-1759831200-1759834800@thebenefitstrust.com
SUMMARY:Get the Most Out of Group Travel Insurance: Tips and Tools for Advisors (1.0 CE Credit)
DESCRIPTION:Many employers underestimate the complexity of group travel insurance. From misinterpreted coverage to unexpected out-of-pocket expenses\, the wrong assumptions can have serious consequences. \nIn this session\, we’ll share practical tools\, including a client-ready checklist and a guide to using The Benefits Trust’s travel insurance card through the app. You’ll walk away ready to answer your clients’ top questions with clarity and credibility. We’ll cover: \n\nCommon Client Questions and Misunderstandings.\nUnderstanding these clauses and their implications for your clients.\nA thorough exploration of the steps involved in the claiming process.\nHow emergency travel insurance interacts with Ontario’s health insurance plan.\nEvaluating typical choices and associated risks.\nQ & A Session.\n\nThis 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. \n(1.0 CE Credit)\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/get-the-most-out-of-group-travel-insurance-tips-and-tools-for-advisors/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_102997096-scaled.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250929T120000
DTEND;TZID=America/Toronto:20250929T130000
DTSTAMP:20250819T172521Z
CREATED:20250819T172521Z
LAST-MODIFIED:20250819T172521Z
UID:9864-1759147200-1759150800@thebenefitstrust.com
SUMMARY:ASO Funding 101 For All Size Groups
DESCRIPTION: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. \nIn 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: \n\nThe core principles of ASO\nWhy ASO works for companies with 1 employee or 500\nHow to evaluate when an ASO plan makes financial sense\nMyths that keep small businesses from considering ASO (and how to counter them)\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/aso-funding-101-for-all-size-groups-2/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_714059085.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250915T100000
DTEND;TZID=America/Toronto:20250915T110000
DTSTAMP:20250828T193808Z
CREATED:20250819T172521Z
LAST-MODIFIED:20250828T193808Z
UID:9863-1757930400-1757934000@thebenefitstrust.com
SUMMARY:ASO Funding 101 For All Size Groups
DESCRIPTION: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. \nIn 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: \n\nThe core principles of ASO\nWhy ASO works for companies with 1 employee or 500\nHow to evaluate when an ASO plan makes financial sense\nMyths that keep small businesses from considering ASO (and how to counter them)\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/aso-funding-101-for-all-size-groups-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_714059085.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250909T100000
DTEND;TZID=America/Toronto:20250909T110000
DTSTAMP:20250819T172515Z
CREATED:20250819T172515Z
LAST-MODIFIED:20250819T172515Z
UID:9861-1757412000-1757415600@thebenefitstrust.com
SUMMARY:ASO Funding 101 For All Size Groups
DESCRIPTION: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. \nIn 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: \n\nThe core principles of ASO\nWhy ASO works for companies with 1 employee or 500\nHow to evaluate when an ASO plan makes financial sense\nMyths that keep small businesses from considering ASO (and how to counter them)\nQ&A session\n\nThis 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.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/aso-funding-101-for-all-size-groups/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/08/AdobeStock_714059085.jpeg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250820T100000
DTEND;TZID=America/Toronto:20250820T110000
DTSTAMP:20250423T144128Z
CREATED:20250423T144128Z
LAST-MODIFIED:20250423T144128Z
UID:9632-1755684000-1755687600@thebenefitstrust.com
SUMMARY:Customized Plan Design Ideas: Groups Within the Group (1.0 CE Credit)
DESCRIPTION:When every broker offers the same cookie-cutter benefits plan\, what’s stopping your clients from switching to the cheapest option? \nCustom plan design is the key to standing out and retaining clients by offering something unique that aligns with their business goals and workforce needs. Whether it’s executive coverage\, seasonal employee options\, or tiered benefits by division\, this session will explore creative ways to build plans with the group in mind. \nIn this Zoomcast\, we dive into: \n\nHow to design benefits for executive teams that reflect their value to the company.\nCreative coverage for seasonal and part-time employees.\nCustom plan structures for multi-division or multi-location groups.\nHow to use plan design to boost retention and reduce commoditization.\nQ&A to walk through real-life customization scenarios.\n\nThis session is presented by The Benefits Trust\, enabling advisors to offer flexible\, tailored solutions that help clients stay loyal and engaged.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/customized-plan-design-ideas-groups-within-the-group-1-0-ce-credit-4/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/04/Customized-Plan-Designs.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250813T100000
DTEND;TZID=America/Toronto:20250813T110000
DTSTAMP:20250423T144046Z
CREATED:20250423T144046Z
LAST-MODIFIED:20250423T144046Z
UID:9631-1755079200-1755082800@thebenefitstrust.com
SUMMARY:Customized Plan Design Ideas: Groups Within the Group (1.0 CE Credit)
DESCRIPTION:When every broker offers the same cookie-cutter benefits plan\, what’s stopping your clients from switching to the cheapest option? \nCustom plan design is the key to standing out and retaining clients by offering something unique that aligns with their business goals and workforce needs. Whether it’s executive coverage\, seasonal employee options\, or tiered benefits by division\, this session will explore creative ways to build plans with the group in mind. \nIn this Zoomcast\, we dive into: \n\nHow to design benefits for executive teams that reflect their value to the company.\nCreative coverage for seasonal and part-time employees.\nCustom plan structures for multi-division or multi-location groups.\nHow to use plan design to boost retention and reduce commoditization.\nQ&A to walk through real-life customization scenarios.\n\nThis session is presented by The Benefits Trust\, enabling advisors to offer flexible\, tailored solutions that help clients stay loyal and engaged.\nhttps://us02web.zoom.us/meeting/register/ojCsLBpdTMqu1V7H3tnsRw
URL:https://thebenefitstrust.com/event/customized-plan-design-ideas-groups-within-the-group-1-0-ce-credit-3/
CATEGORIES:Zoomcasts
ATTACH;FMTTYPE=image/png:https://thebenefitstrust.com/wp-content/uploads/2025/04/Customized-Plan-Designs.png
END:VEVENT
END:VCALENDAR