Financial Planning

The planning process involves the following aspects.  .

  • Development of corporate group insurance strategies

  • Evaluation of an employer's competitive position

  • Review and design of contractual limitations

  • Insurance coverage for Canadian residents working in the
    United States and abroad

  • Insurance coverage for expatriates

  • Incorporation of cost containment features

  • Advising on new products and services

  • Evaluation and selection of alternative delivery systems

  • Design and analysis of flexible benefits programs

  • Executive and multi-level benefits planning

  • Assisting with union negotiations including planning and
    benefit cost projections

  • Feasibility Studies