Employee Benefits: Who’s in the Driver’s Seat?

A road map to identifying missed opportunities within your group life, health and pension/savings plan

    

DESCRIPTION

On Demand
Course Leader : Gisela Carere, President and Mark Coutts, VP, Benchmark Benefit Solutions Inc.
Duration : 1 hour 0 minute
Price: $69.00
$69.00

Your employee benefits program is the platform to your organization’s success. Leveraging a strategic benefits plan can optimize recruitment, employee retention and overall competitive advantage. Realigning your benefits and group retirement savings plans with your organizational goals is crucial to delivering an effective message to your employees. We will show you how to read your claims data to better understand your workforce, share plan design tips for a successful group savings plan, and much more.
 
Key Learning Points:

  • Selecting the right funding for your employee benefits plan
  • Deciphering & analyzing what your claims data is trying to tell you
  • How hidden liabilities are costing your organization money
  • Benefits portability: life, long-term disability & health
  • Exit strategies: group pension & savings

PRESENTERS: Gisela Carere, President and Managing Partner, and Mark Coutts, Vice-President and Managing Partner at Benchmark Benefit Solutions Inc.

GiselaCarere100

An organized multi-tasker, Gisela Carere thrives on the challenge of designing group benefit programs that are both affordable and sustainable while providing a level of service that her clients routinely describe as “above and beyond.” When it comes to getting things done, clients know they can count on her. Relationships are what matters to Gisela and she ensures the interests of her clients and their employees are always looked after. As President and Managing Partner, she works directly with clients to develop and maintain group benefit plans that further their organizational goals. With insight into how experience affects pricing, Gisela will pro-actively outline strategies for containing benefit costs at renewal. And thanks to long-established connections with the major carriers, she can negotiate the best possible price on behalf of clients and advocate for their employees. Gisela developed her in-depth knowledge of group benefits and honed her professional skills through more than 20 years of industry experience in areas as varied as group underwriting, benefit plan analysis, sales, training and benefit plan communications. She keeps her knowledge current through ongoing education as part of the Certified Employee Benefit Specialist (CEBS) program.

MarkCoutts100

Mark Coutts is a published author and a recognized expert in the areas of financial, retirement and estate planning. He has been quoted by media across Canada including the Globe and Mail and the Canadian Press. Mark ranks among the top one per cent of insurance professionals worldwide and is a sought-after professional speaker in the financial services industry. Mark holds five degrees and diplomas from Carleton, Western and York Universities. He is active in his community as a hockey coach and league organizer, a church steward and volunteer fundraiser for various causes. Mark and his family live in Etobicoke, Ont., although they enjoy travelling wherever sailing and scuba diving can be found.