Pre-Recorded Webinars

Get the Most Out of Group Travel Insurance: Tips and Tools for Advisors

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.

In this session, we 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:
● Common Client Questions and Misunderstandings.
● Understanding these clauses and their implications for your clients.
● A thorough exploration of the steps involved in the claiming process.
● How emergency travel insurance interacts with Ontario's health insurance plan.
● Evaluating typical choices and associated risks.
● Q & A Session.

ASO Funding 101 For All Size Groups

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.

Watch this zoomcast as we walk you through a forward-thinking framework to help you lead these critical client conversations before the calendar turns.

You’ll learn:
● How to review a plan with intention and position yourself as a strategic partner
● Questions to ask now that shape client readiness for 2026
● How to use plan performance insights to improve outcomes
● Why “status quo” is the biggest risk to growth and retention

Customized Plan Design Ideas: Groups Within the Group

When every broker offers the same cookie-cutter benefits plan, what’s stopping your clients from switching to the cheapest option?

Custom 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 explores creative ways to build plans with the group in mind.

In this Zoomcast, we dive into:

• How to design benefits for executive teams that reflect their value to the company.

• Creative coverage for seasonal and part-time employees.

• Custom plan structures for multi-division or multi-location groups.

• How to use plan design to boost retention and reduce commoditization.

• Q&A to walk through real-life customization scenarios.

Connect, Educate, and Motivate Your Clients and Prospects

Your clients and prospects want more than just another benefits proposal—they want leadership, insight, and support from someone they trust. How do you become that person?

In this session, we’ll share how to stay top-of-mind and build value year-round by connecting regularly, educating proactively, and motivating action at the right time. Watch to discover how to elevate your client experience and stand out in the competitive benefits landscape.

In this Zoomcast, we look at:

• Best practices for year-round client engagement.
• Educational strategies that build client trust and loyalty.
• How to motivate clients and prospects with timely, relevant ideas.
• Content and communication tools to stay visible and valuable.
• Q&A to help apply these strategies to your book of business.

Mitigating Risks with Plan Design

Business owners are looking to their advisors for guidance as benefit plan premiums continue to climb year over year. With renewal season bringing increases of 10%, 20%, or more, the question becomes: how can you explain these rising costs, and better yet, how can you help control them?

Watch this session to explore practical, advisor-led solutions to mitigate risks and manage benefit premium increases through smart, proactive plan design.

In this Zoomcast, we examine:

• How to use tools like Stop Loss, Pre-Ex on drugs, and Formulary Protect to cap and manage drug costs.
• The impact of combined and family maximums on Dental and Paramedical coverage.
• How graduated coverage can reduce risk while enhancing plan flexibility.
• Why using a flat amount for Life and AD&D benefits is often a smarter alternative to earnings-based coverage.
• Tangible plan design ideas you can present to clients immediately.