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Our 3 steps to understanding and selecting the right benefits for you

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Why Group Benefits?

2. Find the right approach

3. Get the Quote

Group Programs

Our most popular plans with premium coverage and stable rates

Pooled Programs

More Programs
5

Essentials

5

Lifestyle

5

Franchise Program

9

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5

Experienced Based Programs

5

Group RRSP

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5

Individual Insurance Planner

5

Simplified Planner

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Contact us

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Our Story

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FAQ and Forms

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To help you get the right coverage

Tony Watson

GROUP BENEFITS ADVISOR

250 589-0515

tonywatson.ca

Pooled Programs Information Package

Understand how to get a better approach to the best benefits

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Proceed To Quote

 

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Disclaimer

All quotes subject to review and final underwriting approval

Estimate

 

Step 1

Essentials

(Most affordable)

Lifestyle

(Enhanced coverage)

Are more than 50% of Staff related? 

 

 
 
 
 

Alternate

CSV Upload Guidelines

Please follow these rules when editing and adjusting values in the csv template. If you experiance an error in uploading. please see confirm that all values are the correct spelling before submitting a feedback request.

* Reminder. Words are is case senstive. ( IE:  yesYes )

##Company Info##
LIFE,AD&D,EHC,DENT
Do not Change
STD
Options = Yes | No
LTD
Do not Change
EAP
Options = Yes | No
SOC
Options = Yes | No
Critical Illness
Value = 0 - 50000 (increments of 5000)
Min 0
Company Name

Company Email

Address

City

Province

Postal Code

Phone

Fax

Advisor Name

Advisor Email
##Employee##
First Name
Last Name
Family Status
Options = Single, Single Waiving Dependant, Couple, Family, Spousal Waiver of EHC & Dent
Birthday
Format
DD/MM/YYYY
Gender
Options =
Male
Female
Date Of Hire
Format
DD/MM/YYYY
Hours Per Week

Occupation

Income

Frequency
Options =
Hourly, Weekly, Bi-Weekly, Monthly, Annually

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Fill out offline here

Don't have the time to fill out the online form? No problem!

Download and fill out, then simply upload the completed form here with your name and email address.


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