Click & Connect: Group Retirement Plans – The Need, Different Plans, and Sales Tips

Join peer BA Member Edward Sabat, of The Consulting House for this do-not-miss discussion!

Group retirement plans have never been more important. Inflation, high housing costs, and elevated interest, rates, have created significant challenges for households across Canada. In fact, FP Canada reported that among Canadians with household incomes greater than $100,000, more than a quarter (27%) are somewhat or very financially vulnerable. We will discuss the various types of plans that an employer can offer, what they need to know about the cost and administrative requirements, to position them to recruit and retain their employees.