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DTSTART;TZID=America/Toronto:20260408T100000
DTEND;TZID=America/Toronto:20260408T110000
DTSTAMP:20260609T175003
CREATED:20260203T130816Z
LAST-MODIFIED:20260330T185227Z
UID:9994-1775642400-1775646000@thebenefitstrust.com
SUMMARY:ChatTBT – April 8
DESCRIPTION:Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. \nSmall businesses are looking for benefits solutions that balance flexibility\, cost control\, and meaningful coverage\, but too often\, they feel limited by traditional one-size-fits-all plans. Advisors are being challenged to deliver options that feel tailored\, without adding complexity or cost. \nIn this ChatTBT 101 session\, we will explore The Benefits Trust’s SelectFlex benefits plan and how it brings flexibility to traditional group coverage. We will walk through how employers can tailor plan design\, control costs\, and offer employees more choice through a tax-effective structure. You will leave with clear insights on how to position SelectFlex as a practical solution for small business clients. \nWhy Attend ChatTBT?\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration. \nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team. \nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-april-1/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260304T100000
DTEND;TZID=America/Toronto:20260304T110000
DTSTAMP:20260609T175003
CREATED:20260130T131900Z
LAST-MODIFIED:20260224T191926Z
UID:9993-1772618400-1772622000@thebenefitstrust.com
SUMMARY:ChatTBT – March 4
DESCRIPTION:Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. \nOne of the largest risks to benefit plans for small\, mid\, and large-sized businesses is high-cost medications. Exposing a benefit plan to high-cost medications leads to major pricing increases in health and stop loss premiums\, compromising the long term stability and sustainability of the plan. Fortunately\, there are ways to mitigate this risk entirely with ClaimSecure’s Formulary Protect and Protect Plus plan designs. Join our upcoming ChatTBT session on Wednesday\, March 4th to learn more about these programs and get the tools you need to safeguard your clients against these very real risks. \nWhy Attend ChatTBT?\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration. \nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team. \nPractical Takeaways: Gain actionable strategies to address service concerns and reinforce your value as a trusted advisor.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-march-4/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20260204T100000
DTEND;TZID=America/Toronto:20260204T110000
DTSTAMP:20260609T175003
CREATED:20260127T143146Z
LAST-MODIFIED:20260127T143322Z
UID:9990-1770199200-1770202800@thebenefitstrust.com
SUMMARY:ChatTBT – February 4
DESCRIPTION:Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. \nService challenges are becoming one of the biggest pain points in the industry. Slow responses\, lack of follow-through\, and poor support can strain advisor client relationships and put retention at risk. \nIn this ChatTBT 101 session\, we will walk through the fundamentals of The Benefits Trust while tackling a challenge many advisors are facing right now\, poor service. We will show how TBT is structured to be different\, how we consistently deliver exceptional service\, and what we mean by doing the 5% exceptionally well. You will leave with clear talking points and practical insights you can use when positioning TBT as a solution for clients who expect more. \nWhy Attend ChatTBT?\nConnect and Share: Engage with fellow advisors\, exchange ideas\, and learn how others are navigating service challenges in today’s market. \nExpert Insights: Ask questions and hear directly from The Benefits Trust team on how our model supports advisors and their clients. \nPractical Takeaways: Gain actionable strategies to address service concerns and reinforce your value as a trusted advisor.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-feb-4/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251203T100000
DTEND;TZID=America/Toronto:20251203T110000
DTSTAMP:20260609T175003
CREATED:20250417T191819Z
LAST-MODIFIED:20250418T220316Z
UID:9619-1764756000-1764759600@thebenefitstrust.com
SUMMARY:ChatTBT – December 3
DESCRIPTION:Stay tuned for more details…\nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-december-3/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251104T100000
DTEND;TZID=America/Toronto:20251104T110000
DTSTAMP:20260609T175003
CREATED:20250417T191811Z
LAST-MODIFIED:20251010T154141Z
UID:9618-1762250400-1762254000@thebenefitstrust.com
SUMMARY:ChatTBT – November 4
DESCRIPTION:Stay tuned for more details…\nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-november-4/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251001T100000
DTEND;TZID=America/Toronto:20251001T110000
DTSTAMP:20260609T175003
CREATED:20250417T191803Z
LAST-MODIFIED:20250819T173244Z
UID:9617-1759312800-1759316400@thebenefitstrust.com
SUMMARY:ChatTBT - Stop Loss and Pre-Existing Conditions
DESCRIPTION:Mark your calendar for an enriching experience with other professional advisors. \nStop loss protection and pre-existing condition limitations are often misunderstood parts of benefits planning. Yet\, they play a critical role in helping employers manage risk and protect their budgets. \nIn October’s ChatTBT\, we’ll walk through the essentials of stop loss coverage and pre-ex\, and give you simple\, effective ways to explain these concepts to clients. You’ll leave with practical strategies that help position you as a knowledgeable\, trusted advisor. \nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-october-1/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250903T100000
DTEND;TZID=America/Toronto:20250903T110000
DTSTAMP:20260609T175003
CREATED:20250417T191753Z
LAST-MODIFIED:20250819T152846Z
UID:9616-1756893600-1756897200@thebenefitstrust.com
SUMMARY:ChatTBT – Bridging the Gap in Traditional Benefits with Selectflex
DESCRIPTION:Mark your calendar for an enriching experience with other professional advisors. \nIn a benefits landscape often dominated by rigid\, one-size-fits-all plans\, Selectflex offers a much-needed alternative. This customizable solution helps employers bridge the gap between traditional group coverage and flexible self-funded options. \nThis September\, join ChatTBT to explore how Selectflex enables you to deliver cost-effective\, scalable benefits plans that adapt to your clients’ needs. Learn how this offering provides transparency\, flexibility\, and meaningful value for small to mid-sized businesses while setting your advisory services apart. \nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-september-3/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250604T100000
DTEND;TZID=America/Toronto:20250604T110000
DTSTAMP:20260609T175003
CREATED:20250415T222004Z
LAST-MODIFIED:20250516T154503Z
UID:9613-1749031200-1749034800@thebenefitstrust.com
SUMMARY:ChatTBT – June 4: Smart Business Owner Benefits Plan (Part 2)
DESCRIPTION:Hosted by Robert W. Crowder \nMark your calendar for an enriching experience with other professional advisors. \nIn the fast-evolving world of advising\, staying ahead means continuously adapting and learning. That’s why we’re excited to introduce ChatTBT\, an open\, dynamic forum where you can connect with peers\, explore new strategies\, and bring your pressing questions directly to The Benefits Trust team. \nEach month\, we’ll focus on a key topic\, providing valuable insights and practical strategies to enhance your advising approach. This May\, join ChatTBT to continue our discussion on the Smart Business Owner Benefits Plan.  This session focuses on tax-effective benefits for owners and executives—especially those managing groups within their group. \nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-june-4-smart-business-owner-benefits-plan-part-2/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20250507T100000
DTEND;TZID=America/Toronto:20250507T110000
DTSTAMP:20260609T175003
CREATED:20250415T221956Z
LAST-MODIFIED:20250418T220317Z
UID:9612-1746612000-1746615600@thebenefitstrust.com
SUMMARY:ChatTBT – May 7: Smart Business Owner Benefits Plan (Part 1)
DESCRIPTION:Hosted by Jordan Bulhoes \nMark your calendar for an enriching experience with other professional advisors. \nIn the fast-evolving world of advising\, staying ahead means continuously adapting and learning. That’s why we’re excited to introduce ChatTBT\, an open\, dynamic forum where you can connect with peers\, explore new strategies\, and bring your pressing questions directly to The Benefits Trust team. \nEach month\, we’ll focus on a key topic\, providing valuable insights and practical strategies to enhance your advising approach. This April\, join ChatTBT to discover how business owners can access unlimited benefits even as a one-person operation. The Smart Business Owner Benefits Plan is designed to provide flexible\, customized solutions for solo entrepreneurs. \nWhy Attend ChatTBT? \n\nConnect and Share: Engage with advisors from diverse backgrounds\, fostering a community of learning and collaboration.\nExpert Insights: Bring your questions and get answers directly from The Benefits Trust team.\nLearn from Peers: Gain new perspectives from shared experiences and strategies.\nhttps://us06web.zoom.us/meeting/register/DSpv_Er6TmmsB5suvnxhAA#/registration
URL:https://thebenefitstrust.com/event/chattbt-may-7-smart-business-owner-benefits-plan-part-1/
CATEGORIES:ChatTBT
ATTACH;FMTTYPE=image/jpeg:https://thebenefitstrust.com/wp-content/uploads/2025/02/chris-montgomery-smgTvepind4-unsplash_1-scaled.jpg
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