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Employee Benefits Webinars

October 7, 2020

1:00pm - 2:00pm ET

Future Proofing the Employee Benefits Practice

Employee Benefits is a vast umbrella that continues to evolve and expand, and growing an EB practice in a mature domestic market can be easier than you think. The domestic Life & Health market grows less than 3%. A business needs organic growth to drive business investment and 3% will not cut it. This workshop will explore how an adjustment in business focus to include Group Retirement is reshaping all aspects of the EB practice.

Practical Case Study Intermediate

Speaker:
Rob Taylor CEBS, CFP, CLU, CHFC, Executive Vice President, HUB International Insurance Brokers

2:15pm - 3:15pm ET

Voluntary Benefits – Battle for the Plan Member

Historically, in the field of employee benefits in Canada, the customer has been viewed as the employer or Plan Sponsor. As we look toward the future, many believe that the customer will be redefined to include greater focus on the employee or Plan Member. This shift will include, but not be limited to, growth in Voluntary Benefits. Through a panel format, this presentation will explore how some insurers (Munich Re, Empire Life, Sun Life) view the challenges and opportunities of this change.

Practical Intermediate

Speakers:
Dave Jones, SVP Group Benefits, Sun Life
Michael Perry, SVP Group Benefits, Empire Life
David Stevens, VP and CIO, New Ventures, Division, Munich Re

Moderator:
Mike McClenahan, Managing Partner, Benefits by Design Inc.

3:30pm - 4:30pm ET

Employee Benefits — Industry Update

A fast-paced look at the employee benefits industry changes and outcomes relating to mental health; creative plan design changes; digital health solutions and impact; stop loss insurance; regulatory developments and provincial drug plan changes.

Technical Intermediate

Speakers:
Mike McClenahan, GBA, Managing Partner, Benefits by Design Inc.
Robert McCullagh, CFP, Financial Advisor, Benefit Planners Inc.

Moderator:
Robert Crowder, CLU, GBA, President, The Benefits Trust