Advisor's Guide to Selling myFlex Benefits

Handling last minute objections

Sometimes it can be challenging to get a client to the finish line. Despite your assurances and thorough reviews of their goals and solutions, people can still get cold feet. Here...

The Implementation Plan

Whether your client is initiating a group benefits plan for the first time or they are transitioning from another carrier, it is critical to manage the onboarding process closely...

The Plan Member Experience

We’ve talked a lot about what myFlex is and how it offers flexibility, stability and simplicity for employers. But what does that mean for employees?

Understanding the costs of a benefits plan

Did you know that according to a 2015 benchmarking survey conducted by The Conference Board of Canada, the average cost of providing benefits for employees is $8,330 per full-time...

Understanding employee needs

The next step is to understand and identify their employee needs. What are they and how will they change over time? A team made up of single twenty-somethings will have different...

Help clients understand their goals

Now that you’ve had a chance to think about finding and qualifying leads, let’s go a little deeper in how we can engage those prospects.

Handling Objections

Like any industry, group benefits advisors get their fair share of objections throughout the sales process. Benefits can be expensive, underutilized and unappreciated by...

Qualifying Leads

You’ve found some prospects, you’ve had your initial discussion, so now what? Well, now you need to qualify your leads and help determine whether myFlex – or another type of...

Who buys myFlex?

myFlex is ideally suited to small businesses with 3 – 35 people. That represents a very significant market. According to Industry Canada there are over 1 million businesses in...

Prospecting for myFlex leads

Now that you’ve learned the basics of what myFlex is, who buys it and how to sell it, let’s dive in deeper. Here are some tips to help you find solid myFlex client leads:

The 'Solution Selling' Approach

We’ve spent a lot of time talking about what myFlex is and how it is not your traditional benefits plan. But what does that mean for you? How do you sell a product that’s so...

Why sell myFlex?

myFlex Benefits isn’t your traditional benefits plan. By offering myFlex to your clients, you are offering an innovative, flexible and budget-conscious choice that is ideally...

myFlex Discussion Guide

Use this checklist to help guide your discussion with a potential lead.  Understanding the client’s needs will help determine whether myFlex is a good fit to meet their objectives.

What is myFlex?

Let’s start with the basics. myFlex Benefits is a cafeteria-style flex benefits option designed specifically for small businesses, helping them:

1. Stablize Costs

• fully pooled...