Employee Benefits Basics

Yafa Sakkejha
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  • EVERY TWO MONTHS
Employee Benefits Basics Podcast

This audiobook is a detailed guide to the technical aspects of distributing and servicing group benefits plans in Canada. Designed for advisors, it gets into the nitty gritty of how renewals are priced, how to negotiate with a carrier, how to get exceptions for your clients, and any highly technical aspect of the day-to-day business. We will feature the best benefits advisors in Canada and if you have a question you'd like us to address, please reach out through our site at www.beneplan.ca.

  1. 7 AUG

    How to conduct initial meetings with prospects

    Sonny wrote in to ask, 'what conversations or questions should we ask with a new client who is looking to set up a new employee benefit plan, or looking to leave their current group insurance broker?' Thanks for the question Sonny, and here's my take. Group benefits can be complex, especially in Canada, so we start with a 50,000 foot view and start to dig deeper from there.

    20 min

  2. 31 JUL

    How Mitch Hanlon sells + Formulary Protect from Claimsecure

    In this unsponsored episode, Yafa Sakkejha, CEO of Beneplan, has a conversation with Mitch Hanlon, Vice President of Business Development at Claimsecure, to learn about their custom and unique Formulary Protect management program - plus how he started his own business, how he sold to business owners, and where he sees the industry going.

    1h 14m

  3. 24 MAY

    5 new unique ways salespeople have caught my attention as a prospect

    For Canadian employee benefits advisors: My attention as a business owner was caught when someone commented on my podcast, left us a google review, engaged with me on social media, saw me in my personal life in community work, and invited me to an offline event at the expense of the Canadian group insurance company.

    10 min

  4. 8 MAY

    Captives: what are they, and why does it matter in employee benefits?

    If you're an employee benefits advisor, it's important that you're aware of what captive insurance companies are, why they matter, and how it might intersect with your daily work. If you're a plan sponsor, it's good to know that you have an option to explore captives for your own insurance risk.

    21 min

  5. 18 APR

    Green Shield Canada strike part 2

    The GSC strike is now over, the call centre will be open again Monday April 22, 2024 for group benefits and group insurance phone calls from plan members. We're anticipating a higher than normal call centre volume on Monday.

    6 min

  6. 17 APR

    Green Shield Canada staff on strike: part 1

    Some Unifor divisions went on strike March 1 2024 especially those staff who answer the call centre phones for group benefits insurance questions. Let's see what happens over the next few days.

    11 min

  7. 17 APR

    Budget 2024: How insurance advisors are affected

    The Canadian budget presented in Parliament yesterday doesn't affect group benefits plans, but does affect independent insurance or financial advisors if and when they want to sell or transition their business, by way of a capital gain.

    11 min

  8. 18 MAR

    How to connect an HRIS to an employee benefits insurer in Canada

    It's become more popular than ever for employee benefits clients to request that their payroll provider or human resources information system (HRIS) "connects" directly to their insurance carrier. This is doable and possible, but there is a lot of work to be done to ensure a clean file of data can pass through the systems. Here is how to project manage this if it comes across your desk.

    25 min
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About

This audiobook is a detailed guide to the technical aspects of distributing and servicing group benefits plans in Canada. Designed for advisors, it gets into the nitty gritty of how renewals are priced, how to negotiate with a carrier, how to get exceptions for your clients, and any highly technical aspect of the day-to-day business. We will feature the best benefits advisors in Canada and if you have a question you'd like us to address, please reach out through our site at www.beneplan.ca.

Information

  • Creator
    Yafa Sakkejha
  • Years Active
    2019 - 2024
  • Episodes
    85
  • Rating
    Clean
  • Copyright
    © Yafa Sakkejha
  • Show Website
    Employee Benefits Basics

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