Benefit Plan Boom

This presentation explores how advisors can build a more resilient and profitable practice by strategically incorporating Group Benefits into a holistic financial planning approach. It highlights the long-term value of employee benefits clients, emphasizing client retention, recurring revenue, deeper relationships, and cross-selling opportunities across life insurance, disability, critical illness, investments, and retirement planning. The session examines the Group Benefits marketplace, advisor responsibilities, emerging industry trends, and evolving employee benefit expectations, including wellness, mental health, telemedicine, flexible benefits, and rising drug costs. Advisors will also learn practical strategies for delivering exceptional client service, increasing client loyalty, creating irreplaceable relationships, and leveraging testimonials and referrals to support sustainable business growth. Overall, the presentation demonstrates how a service-first mindset transforms advisors from product sellers into trusted long-term partners.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! COMING SOON! Full presentation time: 1h 6m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 General credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Mark Kempf

Mark Kempf is one appreciative insurance guy. After a 40+ year sales career, with some of those in management at large insurers, and the last 33 in sales at a large brokerage in Ontario. His focus in the last few decades centered on Employee Benefits, (for clients between 10 and 1,000 employees, and many for over 25 years) as well as executive Life and Disability coverage. Mark retired from client work officially at the end of 2024, to change his focus to sharing sales techniques and philosophies through his book project, titled Unfurl Your Sales published in July, 2025, as well as the related activities of team & advisor coaching, podcasts and public speaking. Mark looks forward to continuing his support and conversations within the industry and profession.