--- title: Help clients understand their goals description: Help potential clients understand their goals and how myFlex can meet them --- - [Log In  ](http://www.equitable.ca) ![](https://blog.equitable.ca/hubfs/Equitable-Apr2017/Images/submenu-arrow.png) ## Group Benefits (EquitableHealth.ca) Sign in to submit an EZClaim, review coverage and access valuable health resources. - [Plan members](https://www.equitablehealth.ca/) - [Plan administrators](https://www.equitablehealth.ca/) - [Advisors](https://www.equitablehealth.ca/) ## Insurance and Investments - [Equitable Client Access](https://client.equitable.ca) Access to your Individual Investment and Insurance policy information such as account activity, balances, coverage and payment details. - [Advisors (EquiNet)](https://advisor.equitable.ca) Exclusive advisor resources Search Search [Français](http://www.equitable.ca/fr/à-propos-de-nous/) [![Equitable Life of Canada Logo](https://blog.equitable.ca/hubfs/Equitable-Apr2017/Images/logo.png)](http://www.equitable.ca/) - 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Understanding your client’s objectives is important as an advisor, but it’s even more important that the client understands them themselves. Here are some questions you should have your clients consider: - What is the reason you plan to offer health benefits? (Employee demand? Attracting the top talent? The right thing to do for my employees?) - What will the program’s primary goals be? (Provide coverage at a minimal cost? Provide flexibility to a diverse workforce? Attract and retain skilled employees?) - What is the annual budget for providing coverage? Before offering a health benefits plan, they need to know what their objectives are and understand the needs of their employees. Then, you can help them understand how myFlex can meet them. - [Who We Are](http://www.equitable.ca/en/who-we-are/) - [News](https://blog.equitable.ca) - [Our mutuality](http://www.equitable.ca/en/who-we-are/our-mutuality/) - [Our financial strength](http://www.equitable.ca/en/who-we-are/our-financial-strength/) - [Why do business with us?](http://www.equitable.ca/en/who-we-are/why-do-business-with-us/) - [Vision, mission, values](http://www.equitable.ca/en/who-we-are/vision-mission-values/) - [Our leadership team](http://www.equitable.ca/en/who-we-are/our-leadership/) - [In the community](http://www.equitable.ca/en/who-we-are/in-the-community/) - [Works for me](http://www.equitable.ca/en/who-we-are/works-for-me/) ### Follow us [![](https://blog.equitable.ca/hubfs/Equitable-Apr2017/Images/bg_feed.gif) RSS](https://equitable-3012629.hs-sites.com/blog/rss.xml) ### Archives - [June 2018 (14)](https://blog.equitable.ca/playbook/archive/2018/06) - [July 2018 (1)](https://blog.equitable.ca/playbook/archive/2018/07) ## Contact us One Westmount Road North P.O. 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