Pre-Recorded Webinars

Myths and Misconceptions about ASO

ASO (Administrative Services Only) plans are often shrouded in myths and misconceptions, creating confusion for advisors and clients alike. Understanding the truths behind these plans can help you provide clear and accurate guidance.

Don’t miss this session to demystify ASO plans, explore common myths, and separate fact from fiction.

In this Zoomcast, we examine:

· The most pervasive myths about ASO plans.

· How to address client concerns with factual information.

· How ASO plans can provide cost-effective solutions for clients.

· Q&A to tackle specific misconceptions you encounter.

What is your Value Statement?

Your value statement is the cornerstone of your business—it defines how your prospects perceive you and what you bring to the table. Crafting a powerful value statement is essential to building trust and communicating the right attributes of value in every interaction with a prospect or client.

Join this session to discover how to create a compelling value statement that resonates with your clients and sets you apart in the competitive landscape.

In this Zoomcast, we cover:

1. The essential elements of a strong value statement.
2. Strategies for aligning your value statement with client needs.
3. Real-world examples of impactful value statements.
4. Common pitfalls to avoid when developing your message.
5. Q&A to help refine your value proposition.

This session is presented by The Benefits Trust, supporting advisors in communicating their unique value to clients.

Formulary Protect and Protect Plus at ChatTBT’s Monthly Forum

In 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.

Each month, we’ll focus on a key topic, providing valuable insights and practical strategies to enhance your advising approach. Join us for the March edition of ChatTBT, where we’ll explore Formulary Protect and Protect Plus—two innovative solutions designed to provide enhanced drug coverage while managing costs.

What are your sales goals?

Reaching your sales goals means setting clear objectives and taking purposeful steps to conquer the path to success, one milestone at a time.

Watch this session to gain actionable insights on setting and achieve your sales goals, learn from peers, and build momentum for a successful year.

In this Zoomcast, we explore:

• How to set realistic yet ambitious sales goals.
• Practical strategies to achieve incremental success.
• A step-by-step approach to breaking down big goals into manageable actions.
• Q&A with industry professionals.

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, empowering advisors with tools and strategies for success.

Navigating Group Travel Insurance: Key Insights and Strategies

Emergency travel insurance is a critical, yet often misunderstood, component of employee benefits plans. The stakes are high, and the rules can be complex.

Watch this session to deepen your understanding of emergency travel insurance, enabling you to provide clearer guidance to your clients, and equip yourself with the knowledge to navigate the complexities of group travel insurance and offer your clients the best possible advice. It’s also led with Melissa Blanchette, a leading expert in the industry with over 25 years of experience.

In this Zoomcast, we look at:

• 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.

This session is presented by The Benefits Trust, Canada’s largest independent third-party administrator, ensuring you have the tools and knowledge to serve your clients better.