Register for CE Credit Webinars

Register for CE Credit Webinars

Answers to Common Benefits Problems: Pricing Pandemonium (1.0 CE Credit)

How do you deal with pricing fluctuations in the benefits plan marketplace? And how can you help your clients when pricing changes?

This webinar will cover common pricing problems, based on feedback that advisors like you have given us about your challenges! We’ll discuss the issues and provide possible solutions, along with real case studies.[Click for More]

In this session you will learn:

  • What changes in the Stop Loss marketplace mean to you.
  • How to address and combat large or small premium increases.
  • How planning ahead can keep client plans sustainable.

Answers to Common Benefits Problems: Plan Design – Don’t Be a Commodity (1.0 CE Credit)

If you offer clients the same old plans as everyone else, what’s to stop them from jumping ship when something cheaper comes along? With a custom plan design, you’ll give your clients something they can’t get anywhere else. [Click for More]

This webinar will cover common plan design problems, based on feedback that advisors like you have given us about your challenges! We’ll discuss the issues and provide possible solutions, along with real case studies.

  • How to make your cases sticky and difficult to replace.
  • Why everyone’s the same (but different).
  • How to harness the power of Executive Benefits.

Answers to Common Benefits Problems: Adding Value (1.0 CE Credit)

Adding value for clients and plan members is an important element of your success. But what’s the best way to add value?

This webinar will cover ways to create value immediately and in the future. We’ll discuss the issues and provide possible solutions, along with real case studies.[Click for More]

In this session you will learn:

  • How educating employees and employers leads to higher plan satisfaction.
  • Why you need to know what you’re shopping for before you shop around.
  • The real roles and responsibilities of brokers, insurers, service providers, and clients.

Simplifying Group Benefits with Budgeted ASO (1.0 CE Credit)

Building on a foundation of ASO basics, this session is designed to illustrate the advantages of budgeted ASO for advisors and their clients through case studies.[Click for More]

In this session you will learn:

  • How a budgeted ASO solution provides opportunities for creative plan design
  • Strategies for overcoming both advisor and client fears and misconceptions about ASO
  • Proven methods for increasing profitability on your group cases.

The Numbers Behind ASO (1.0 CE Credit)

Come to this session to understand what differentiates budgeted ASO pricing models from conventional benefits plan funding, including analyzing renewals and what the numbers are telling you.[Click for More]

In this session you will learn:

  • Strategies for translating group benefits math so your entrepreneurial clients and prospects understand it
  • How to identify good ASO prospects
  • Tactics for catching industry pricing “tricks” that can lead clients astray

Delivering the One Life Case Profitably (1.0 CE Credit)

How often are you asked “Can I have a benefits plan for one person?” This session illustrates how to deliver the best solution for your client so you can answer “Yes!” to this question.[Click for More]

In this session you will learn:

  • The details of the three different robust solutions The Benefits Trust offers for one-person benefits plans.
  • How each solution answers a different client or prospect need, illustrated through case studies.
  • Strategies for easily closing the 10-minute sale to maximum your profitability.

Group Benefits Sales Ideas for Entrepreneurial Clients (1.0 CE Credit)

Great sales results come from great conversations. All advisors need to know how to start those conversations, continue them with the right prospects, and drive the conversation towards closing the sale.[Click for More]

In this session you will learn:

  • How to stay focused and increase your group benefits sales and profitability.
  • Great leading questions to ask, to guide the conversation with prospects.
  • How to get to “Yes” quickly.

Understanding Health Care Spending Accounts (1.0 CE Credit)

Come to this session to understand the new buzz about Health Care Spending Accounts (HCSAs), and why so many progressive employers are including them in their benefit plans.  This session will give you valuable plan design tools and budgeting tips for fitting HCSAs into a benefits plan, and demonstrate why it is increasingly necessary to include this knowledge in your prospect/client benefit discussions.

Introducing SelectFlex (1.0 CE Credit)

Finally, a flexible solution for groups of 3 or more. This seminar introduces and explains the SelectFlex Benefits plan offered by The Benefits Trust. SelectFlex is designed to give professional advisors an alternative to Chamber Plans and other off-the-shelf small group plans that do not provide sufficient flexibility for their small group clients [Click for More]

It is the perfect plan for small businesses (3 or more employees) who want simplicity, flexibility, and cost control. At the heart of SelectFlex is a core Extended Health Care plan; business owners can then choose the options that will be the best fit for their business instead of settling for a standard package. In this seminar, advisors will learn how to use SelectFlex to offer:

  • Genuine flexibility to the small group market.
  • A simplified approach to small group benefits.
  • Optional benefits allowing employers to pick only the coverage they want, by class or group of employees.
  • Instant, do-it-yourself plan costing.
  • Help for clients who want to design their own plan within their budget.

GENERAL WEBINAR INFORMATION

Upcoming Dates: See list in column to the right
Webinar Location: 1.5 feet from your monitor!

Webinar instructions will be emailed after you register.

WEBINAR REGISTRATION

Answers to Common Benefits Problems: Pricing Pandemonium

Wed, Apr 5, 2017 10-11am

Answers to Common Benefits Problems: Plan Design – Don’t Be a Commodity

Thu, Apr 13, 2017 10-11am

Answers to Common Benefits Problems: Adding Value

Tues, May 2nd, 2017 10-11am


 
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Eligible Expenses Include:

  • Paramedical Practitioners: such as Physiotherapy & Massage Therapy.
  • Vision Care including Laser Eye Surgery, Contact Lenses, Glasses & Examinations.
  • Medical Facilities including Convalescent Homes & Substance Abuse Facilities.
  • Medical Devices such as Orthotics, Hearing Aids & CPAP machines.
  • Nursing Care to help you recuperate in the comfort of your own home.
  • Expenses Related to Disabilities including special programs tuition, tutoring and home or vehicle modifications.
  • Dental Services Orthodontic & Major Services including Dental Implants.
  • Out of Country Expenses for non-emergency expenses while travelling.
  • Prescription Drugs excluding only over-the-counter medication.
  • PHSP Premiums including any employee-paid premiums for health care or dental care benefits.
  • Private Hospital Room
 

Our Administration Fee is All Inclusive

  • Claims submission by mobile claims app, online claims portal, email, fax, and mail.
  • Daily claims adjudication and payment.Claims will be processed within 1-3 business days, 99% of claims are processed in-house within 24 hours.
  • Claims payments by direct deposit or cheque.
  • Employee and administrator inquiries handled by our client service specialists through telephone, fax and email interaction.A member of the Benefits Trust client service team will answer your call, you will not have to navigate a system to find a human being to speak with.
  • Maintenance of accurate employee benefit records, including Life Insurance beneficiaries.
  • Monthly billing statements (by division and by department as required), identifying benefits costs for each employee in each division.
  • Account changes and billing adjustments carried out by The Benefits Trust.
  • 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.
  • Online administration for enrollments, changes, and terminations.
  • Monthly financial status reporting, including the current month, year to date, and prior year to date for on-going monitoring and trend analysis.
  • Employee information meetings at implementation, and regularly as needed.
  • 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.