by Robert J. Crowder CLU, GBA | Dec 6, 2023 | ASO Benefit Plans, Case Study, Custom Plan Design, Employee Benefits, Executive Benefits, Healthcare Spending Accounts
Southern Ontario is a land of endless opportunities, brimming with business activity and a vibrant economy. In this thriving environment, employee benefits advisors have a unique chance to make a significant impact, especially in the market of businesses with 1-100...
by Robert J. Crowder CLU, GBA | Jul 28, 2021 | ASO Benefit Plans, Custom Plan Design, Employee Benefits, Flexible Benefits
This past year our lives have undergone extraordinary change, thanks to the COVID-19 pandemic that has shaken the globe. As a result, the world of healthcare has changed drastically, with this global health crisis flooding emergency rooms and standard medical...
by Mike Ignatz | Sep 24, 2020 | Custom Plan Design, Employee Benefits
A benefits plan is a promise between an employer and their employee. As a trusted source of knowledge to your clients, your role as a benefits advisor is to help them keep that promise. You can achieve this by advising them on the optimal benefits plan design that...
by Mike Ignatz | Aug 27, 2020 | Case Study, Custom Plan Design
The main focus of The Benefits Trust is to provide superior Third Party Administration services for employer groups of one or more. We do this by tapping into our professional insurance advisor distribution network. And because we’re independently and privately-owned,...
by Mike Ignatz | May 21, 2020 | Case Study, Custom Plan Design
At The Benefits Trust, our primary aim is to provide business owners with superior benefits plans. We offer tailored plans that are designed to provide ample flexibility, tax advantages, and, of course, employee satisfaction. Recently, we were able to help one of our...
by Mike Ignatz | Feb 21, 2020 | Case Study, Custom Plan Design, Employee Benefits
The client is a family-owned Canadian business in the logistics and distribution industry with over 70 employees, from labourers to professionals, key employees, and two generations of owners. From the beginning, it was clear to us that the diverse range of wages and...
