Pre-Recorded Webinars

A Deep Dive into Group Short Term Disability (STD) & Group Critical Illness (CI)

Is it time to dust off your STD and CI playbook? Time to engage in new conversations with your clients about overlooked benefits. Often employers rely on Employment Insurance (EI). This can be invasive, complicated, and limiting; meanwhile, Short-Term Disability and Critical Illness coverage present a potent combination to support employees in times of need while reducing the employer’s responsibility for salary continuance. This session will reassess the often-overlooked benefits of STD and CI, compare traditional plans with EI, explore creative CI options, and delve into the collaboration of STD & CI.

In this Zoomcast, we’ll look at:

• Traditional STD vs. EI
• Creative STD plan designs
• Who’s buying STD
• STD & CI integration
• CI Options
• Creative CI plan designs
• Case Studies
• Q & A

A Deep Dive into Group Long-Term Disability

Avoid pitfalls, risks, and unforeseen errors with a comprehensive understanding of Group Long-Term Disability (LTD) insurance. In this session, we delve into the distinctions between taxable and non-taxable benefits and share strategies to navigate these complexities. Our discussion includes innovative LTD plan designs, the significance of non-evidence maximums (NEMs), and practical insights drawn from case studies.

In this Zoomcast, we look at:

• Taxable benefits
• Non-taxable benefits
• LTD Offsets
• Creative LTD plan designs
• NEMs and your risk
• Case Studies
• Q & A

This Zoomcast is presented by The Benefits Trust, Canada’s largest independent third-party administrator.

Meaningful Executive Benefits

Delve into the world of executive benefits that go beyond the basics. Kevin Brady, Founder and Creator of Advica Health, will lead a discussion on the tax advantages and luxury of medical concierge services that cater to proactive health management. We’ll explore strategies for attracting and retaining top talent, ensuring client loyalty, and expertly navigating the medical system. Insightful case studies and an interactive Q&A session will round out this session.

In this Zoomcast, we look at:

• Tax advantages
• Medical concierge services
• Attracting top talent
• Client retention/sticky client
• Medical system navigation
• Case Studies
• Q & A

This Zoomcast is presented by Kevin Brady, Founder and Creator of Advica Health, and The Benefits Trust, Canada’s largest independent third-party administrator.

Prospecting: It’s not who you know; it’s who knows you!

Elevate your prospecting game by improving your visibility. We’ll cover effective branding, raising awareness, leveraging social media, engaging in community involvement, and how to form strategic partnerships in this hour-long Zoomcast. Gain insights from case studies and ask questions directly to our experts!

In this Zoomcast, we look at:

• Branding
• Awareness
• Social media
• Community involvement
• Strategic Partnerships
• Case Studies
• Q & A

Building Your Bulletproof Sales Plan

A goal without a plan is a dream… transform goals into achievements with a concrete sales plan. Learn why setting sales goals is essential, how to determine your unique value proposition, and the methods to capture your prospects’ attention. We’ll discuss creating a systematic approach to sales, working it effectively, illustrated with case studies, followed by a Q&A segment.

In this Zoomcast, we look at:

• Why creating a sales plan and setting sales goals is imperative for success
• Where to start (what’s your value proposition)
• What are you going to say to get their attention?
• Creating your sales system template
• Working the system
• Case Studies
• Q & A