Leadership Team Benefit Plan

A competitive leadership benefit plan is a tax efficient tool that helps to attract and retain your key personnel.

Our plans include the following features

Adequate levels of coverage

Equality in the level of benefit dollars as a percentage of total compensation

Flexibility and portability with rate guarantees

Supplemental Coverage For Your Leadership Team

Our innovative solutions include adding an additional layer of individual coverage to your group plan.

This adds a guaranteed element of coverage which includes the following features of individual policies:

Non-cancelable, guaranteed contract to age 65
Level premiums to 65
Regular occupation definition for total disability to 65
Partial or residual benefits
No government offsets
Voluntary rehabilitation
Higher benefit maximums
Expanded definitions of earnings related to “insurable`` compensation
Critical Illness lump sum benefits
Premium refund
Future savings protection

This approach also allows you to insure total earnings as most group plans do not include bonus or dividends.

Request a Quote

For more information or to speak to a CORE benefit advisor, please complete the form below:

I Need a Quote For:

“There is no one else I would consider using as a referral source to handle benefit planning for my clients!”

Trent Abbott, CHS RHU
President, The Legacy Group

“They are fast, precise and sincere with all their clients and partners.”

Earlie Yeun
Complete Brokerage Services Inc.

“Their expertise and service is second to none in the industry.”

Dan Loney, President
Loney Financial Corporation

“I’ve trusted CORE benefit consulting with my group benefit business since 2008 and I continue to be impressed with their level of service and expertise. They are extremely proactive, very responsive and an absolute pleasure to deal with.”

David Mason, CLU, CFP, CHS, CIM
Donnelly Advisors Group Inc.

“They truly understand the consultative model that focuses on asking the right question.”

Steve Herman, Principal
Trutina Financial

“They are prompt, courteous, friendly, and always ensure our needs are met.”

Laura Eby, Manager of Operations
Association of Yukon Communities

“I would highly recommend CORE benefit if you are looking for a true partner in your benefits programs.”

Amber Jordan, Director – Human Resources, Communication, & Training
Western Concord

“They come up with optimal solutions to fit unique circumstances.”

Barb Wong, Human Resources Manager

“Great value – both to employees and the employer.”

Mary McDougall, President
Trellis Seniors Services

“The Core team is amazing to work with from a client service perspective and plan governance and performance standpoint.”

Mark Brennan, Director, Human Resources
MAXIMUS Canada

“If you are looking for worry free service, savings and less administrative work we highly recommend engaging CORE benefit.”

Jeremy D. Martin, Managing Partner
Carfra Lawton LLP Lawyers

“They are highly knowledgeable about their services, provide timely reporting, and offer creative options and solutions.”

Tracey Wilson
VP Human Resources