Customized Plans to Fit Any Business
Owner & Key Person Insurance
Be sure, don’t second guess whether you have the most current and affordable plans in the industry. Get a quote today!
Vision Financial Benefits provides customized benefit plans for your organization’s evolving needs whether you’re looking for the first time or want to make a change.
Our clients include executives, owners and human resource leaders.
Our vision is to be the preferred choice in Group Benefits and Group Investment advisory services for Canadian companies.
We are achieving that vision by listening closely to our clients and delivering innovative approaches to employee benefits that strengthen employee satisfaction and retention. In fact, we work hard to design programs that enhance employee’s lives.
Vision Financial Benefits brings over 13 years’ of experience in the industry. With that level of expertise, we are confident we can answer any question you have and develop an offering that uniquely fits your needs.
Click below to get a free instant, simplified quote with no medical questions.
Within Our Service Plans, We Provide:
1. Market Analysis
Evaluate your current plan design:
- What’s working and what’s not working?
- What’s costing you unnecessarily?
- What are some solutions?
2. Plan Design, Assessment & Competitive Quotes
- DESIGN plan according to your needs: As an independent insurance broker, we have access to every carrier in the market to look for best fit
- DEVELOP plan design based on whether this is a new benefit plan or annual renewal
- ENSURE disability programs offer adequate replacement income for employees
3. Plan Design, Assessment & Competitive Quotes
- Flexible customer service is a priority. We work with owners and HR to provide the information needed to effectively manage your benefits program
- Level of support aligned with your needs
- Apply cost containment strategies: Continually evaluating rates to determine whether to go to market for additional quotes and recommend changes as company evolves
- Ability to challenge unjustified rate increases effectively
- Aid in identifying and solving problem areas with regards to structure and tax effectiveness
On select programs, avoid the hassle of mailing in receipts. Instead, scan or take a picture of your receipt and submit online.
How We Work With You
We Learn About Your Business
We Provide Guidance
We Implement Your Plan
We Provide Ongoing Support
Greg Alvas Sandra Moore, CPA, CGA Ferne Jones
Owner, Rock Point Cabinets
Controller at Slokker Canada West Inc.
Finance Manager, Resicare Society of Calgary
Sandra Moore, CPA, CGA
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We will help you by providing a lifetime of solutions for both corporate and personal financial affairs.