Events

Beneplan Events (1)
 

 

Sign up for one of these Beneplan events – RSVP to ea@beneplan.ca.

  • September 21, 2016: Cambridge, Ontario
  • October 5, 2016: Downtown Toronto, Ontario
  • October 6, 2016: Vaughan, Ontario
  • October 19, 2016: Burlington, Ontario
  • October 26, 2016: Mississauga, Ontario
  • November, 2016: Mississauga, Ontario
  • April, 2017: Annual General Meeting: Mississauga, Ontario

 

September 21, 2016: Cambridge, Ontario

Topic: Employee Benefits: What Your Insurer Doesn’t Want You to Know

insurance

Location: Langdon Hall, 1 Langdon Dr, Cambridge, ON N3H 4R8, Canada

Time: 7:45am Registration and Breakfast; 8:00am Speaker Session; 9:00am Adjourn.

Please RSVP to ea@beneplan.ca

Discussion: One of the trade secrets of the health insurance industry is that insurers are willing to share their profits with clients. However, this is only available if the client is large enough from a premium perspective. In recent years, smaller companies have been successful in negotiating a profit sharing agreement. Join us for a breakfast seminar where you will take away practical negotiating tactics that you can use in managing your plan, as well as practical tips such as the RST tax rebate that is available in employee benefits.

Cost: Complimentary for qualified plan sponsors. A healthy breakfast will be provided.

Co-sponsored by Bauer Benefits.

Speakers: Yafa Sakkejha, GM, Beneplan; Ross Bauer, CEO, Bauer Benefits.

 

October 5, 2016: Downtown Toronto, Ontario

Topic: Benefits for Start-Ups: What employees really want (but won’t tell you), and how to offer a lean and legal benefit plan.

startupLocation: The Lab3rd Floor, 483 Queen St W, Toronto, ON M5V 2A9, Canada

Time: 11:30am Registration and Lunch; 12:00pm-12:45pm Speaker Session.

Please RSVP to ea@beneplan.ca

Discussion:  Benefits are often a non-starter discussion for start-ups. It sounds expensive, you have to deal with an insurance company, and employees are not really asking for it. However, did you know that not having a plan is actually costing you more than having a plan? We say this because we frequently see companies with no plan simply writing an employee a cheque when an employee comes to you, the owner, hat in hand, asking for help. The issue may be a new baby, a competing job offer, or worse – a disability or the death of a loved one. Instead of writing a cheque for thousands of dollars, of taxable income, a very simple and lean benefit plan should be set up in advance. There are many refundable plans, so if the benefits are not used, the funds can be paid back to the owner.

Start-up Founders will learn in this session:

  • How to structure a benefit plan that costs as little as $500 per employee / year.
  • The most common human rights breeches Founders make when setting up a plan, and how to avoid it.
  • How to be a smart shopper when looking for the right plan.
  • Learn the jargon the industry uses, and to use it to your advantage.
  • How to reward your most valuable employees at the lowest cost possible (least admin fees).

Speaker: Yafa Sakkejha, GM, Beneplan.

Cost: Complimentary for qualified plan sponsors. $79+HST for insurance brokers, carriers, or vendors. A healthy lunch will be provided.

 

October 6, 2016: Mississauga, Ontario

TopicEmployee Benefits: Why Buy Insurance When You Can Own an Insurer?

insuranceLocationAloft Vaughan Mills – 151 Bass Pro Mills Drive, Vaughan, ON L4K 0E6, Canada

Time: 11:30am Registration and Lunch; 12:00pm-12:45pm Speaker Session.

Please RSVP to ea@beneplan.ca

Discussion: Captive Insurance is one of the best kept secrets in insurance – for a reason. Did you know that if you purchase enough insurance, you can set up your own captive insurance company, to insure your own risk? Did you know that insurers often offer a profit sharing agreement with their larger clients? Consider that if there is a year where you don’t agree with the rates your insurer is requesting to renew, you have a choices, and it goes far beyond just ‘shopping the market.’ You have the choice of setting up your own insurance company, where you can dictate the premiums, claims payment, coverage, and finally, keep the profits.

In this session, plan sponsors will learn:

  • What is a Captive Insurance company.
  • How a Captive can work for a company as small as 20 employees.
  • How much profit can be returned to an employer in a captive.
  • How to use it as leverage in your negotiations with insurers.
  • How to obtain a refund of a portion of the Retail Sales Tax (RST) you paid on your benefit plan.
  • How to use these principles in Canada, without having to use US or other domiciles.

Speakers: Yafa Sakkejha, GM, Beneplan, Vince Principato, Senior Partner, Beneplan.

Cost: Complimentary for qualified plan sponsors. $79+HST for insurance brokers, carriers, or vendors. A healthy lunch will be provided.

 

October 19, 2016: Burlington, Ontario

Dan Lawrie Insurance HR Seminar: Decision Making in Employee Benefits

Location: The Burlington Club – 422 North Shore Blvd East, Burlington, Ontario L7T 1W9

Time: 8:30am Registration; 9:00am-12:00pm Speaker Sessions;  12:00pm-1:00pm Lunch; 1:00pm to 3:00pm Speaker Sessions; 3:30pm Coffee & Tea.

Please RSVP to ea@beneplan.ca

Discussion: HR and Benefits continues to evolve, and this year is no different. This seminar will go over the trends in benefits, including co-operatives, fraud, technology, smart drug plans, and decision making.

Cost: Complimentary for qualified plan sponsors. $259+HST for insurance brokers, carriers, or vendors. A healthy lunch will be provided.

Speakers: Yafa Sakkejha, GM, Beneplan Inc, Jennifer Osborn, Manager Financial Services, Dan Lawrie Insurance Brokers, Helen Stevenson, CEO, Reformulary Group.

 

October 26, 2016: Mississauga, Ontario

TopicThe Future of Employee Benefits: Captives, Marijuana, Genetics & More

Locationmedical-cannabisSheraton Hotel Convention Centre – 801 Dixon Rd, Toronto, ON M9W 1J5, Canada

Time: 11:30am Registration and Lunch; 12:00pm-12:45pm Speaker Session.

Please RSVP to ea@beneplan.ca

Discussion: Benefits in the future will not be purchased the way they are in 2016. In the future, we’ll see medical marijuana as a covered benefit, pharmacogenetics taking an active role in drug plan management, and more plan sponsors becoming owners of their own insurance company.

Snapchat_LogoIn this seminar, plan sponsors will learn:

  • Trends: Where the benefits industry may be in the year 2025.
  • Marijuana: How and why it is inevitable that this will be covered – and how HR can make sure it’s not abused.
  • Artificial Intelligence: How this trend will reach employee benefits.
  • Genetics: How HR Managers and CFOs should be prepared for the new world of covered marijuana, and biologic drugs.
  • Biologic drugs: How companies are hacking the system to dramatically reduce the costs of biologic drugs.
  • Total Rewards: How software-as-a-service companies are racing to offer you a better user experience.
  • Reducing Premiums: The new negotiating strategies you need to be aware of.
  • Snapchat: How this technology will affect how millennials want to interact with their plan in the future.
  • Brokers: Will brokers become more necessary or obsolete with more technology?

Speakers: Yafa Sakkejha, GM, Beneplan Inc, Dr. Michael Prouse, Personalized Prescribing, Vince Principato, Senior Partner, Beneplan.

Cost: Complimentary for qualified plan sponsors. $79+HST for insurance brokers, carriers, or vendors. A healthy lunch will be provided.

About the Speakers

Yafa Sakkejha is the General Manager of Beneplan Inc. Yafa has founded and funded startups in Canada, and is currently an Angel focusing on Canadian fintech companies. She has 10 years experience managing employee benefit plans of all sizes, and holds a Bachelor’s of Commerce degree from Queen’s University, and a Group Benefits certificate from Dalhousie University. She currently manages a team of 15 to deliver the best value benefits possible.

Vince Principato, LLQP is the President of Beneplan and a Senior Partner. He has over 25 years’ experience managing Canadian benefit plans of all sizes.

Jennifer Osborn, LLQP is the Manager of Financial Services at Dan Lawrie Insurance Brokers. She holds her LLQP and CEBS diploma from Dalhousie University. Jennifer has several years experience managing plans of all sizes, and currently has a team of 15 that she works with to deliver the best value benefits possible.

Ross Bauer, LLQP is the CEO and Founder of Bauer Benefits. He holds his LLQP and has over 30 years managing Canadian benefit plans of all sizes. Ross brings a unique perspective as he is part of the Strategic Partners group of professionals which helps business owners maximize their profits and growth through effective business process design.

Helen Stevenson, Founder and CEO of The Reformulary Group, is one of the pre-eminent drug plan managers in the country. She was previously the Deputy Minister of Health of Ontario, directly responsible for the Ontario Drug Benefit Plan under the Ministry of Health and Long Term Care. She brings her experience now to the private sector to help employers reduce their drug costs while maximize patient health and care.