Member Education
Your Benefit Plans are only effective if your employees understand and appreciate the programs. Our role as your advisor also incorporates ongoing EDUCATION and consultation for your plan members by offering:
- Employee meetings to discuss their coverage
- Clear communication of any plan changes
- Pre-Retirement Seminars – designed for plan members approaching retirement. Topics include:
- Basic pre-retirement planning concepts
- Retirement income requirements
- Managing your government benefits
- Tax planning for retirement
- Management and coordination of government benefits




