Company Group Benefit Plans
The sheer volume of our group business will save money for your company immediately without changing your current benefits provider.
A group benefit plan should never be a "one size fits all" solution.
It can take on many different forms depending on the size of the group, the objectives of the plan sponsor and the benefit plan budget.
Group insurance benefits represent a significant financial obligation to the plan sponsor and play a very important role (together with government-sponsored benefit programs) in providing for the well-being of employees and their families. We appreciate that each plan sponsor has unique objectives. We develop creative and flexible solutions to ensure that plan sponsors get the best value for every benefit dollar. As independent brokers, we make truly objective recommendations to our clients that put their needs first.
Our services include:
Needs analysis
Plan design
Plan implementation
Administrative support
Claims resolution
Renewal rate analysis
Cost containment
Plan marketing
Our group plan experts currently help more than 1,500 companies across Canada, managing combined premiums in excess of $250 million.
We can help your company too - please contact us today for your no-obligation consultation.
To learn more simply fill out this form or call us at 416-364-2929 or 1-866-566-2001.
"In my position I deal with thousands of professionals and corporations annually and in the main virtually everyone is wonderful but I must tell you that there are only a few very special individuals-what I call the "good guys" in life - the real deal. I can honestly tell you from the heart that Mark Halpern is one of them and we are proud to recommend Mark to our clients, have him as a client but most important, to call him a friend."
John Danson
Cleveland Clinic Canada
"As the founder of Back Clinics of Canada I often meet patients who travel here from all over the world seeking expert advice and quality care in our clinic. I am especially grateful that Mark Halpern, CFP, is available locally to help me and my family on matters of insurance and estate planning. His objective advice and leadership in the financial services industry makes him my trusted advisor, he can do the same for you."
Dr. Ron Nusbaum
Back Clinics of Canada
"My business is preparing Canadian Chartered Accountants to pass the American CPA exams. This requires providing candidates with an organized program and the necessary tools to be successful. Mark Halpern organized my estate planning and provided me with the advice necessary to properly protect my family. He educated me as to exactly what my young family's needs were. Mark worked closely with me to ensure that all of the necessary decisions were made on a timely basis. The process was very efficient. I highly recommend Mark to busy professionals who want one-stop shopping for all of their estate planning needs."
Aubrey Glazman, CA, LLB, MBA, CPA, ABV, CBV, CFE
President
U.S. CPA Success