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Creative Employee Benefit Solutions (2 C.E. Credits)

Great clients are looking for innovative solutions from their advisor. Clients are relying on you for creative employee benefits plan designs. We understand knowing what to recommend can be challenging.

The Benefits Trust offers a wide range of customizable employee benefits solutions designed to suit your prospects and clients’ particular needs and objectives.

Join us for an in-depth two-hour session on how to position The Benefits Trust solutions to help differentiate yourself from your competition.

Attend this session to gain new strategic tools for your benefits tool box including:

  • A better understanding of creative employee benefits plan design.
  • A framework for better conversations with clients and prospects.
  • A clean canvas to paint a better benefits plan design picture.

Attend, learn, ask questions, and share with other participants.


Tuesday April 30th, 2019

Time: 10 a.m. – Noon

Availability: **AT CAPACITY. REGISTRATION CLOSED** Only 16 advisors may attend each session!

Register using the form on this page.

Location: The Benefits Trust (Boardroom) 3800 Steeles Ave. West, Suite #102W, Vaughan, Ontario, L4L 4G9. See GOOGLE MAP.


“Just wanted to send you a quick Thank You for the amazing seminar today. I always have enjoyed the webinars, but it is great for a live presentation from time to time. I really did learn a lot today and thank you for putting them on. I look forward to the next one.”

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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.