Strategic Benefits & Insurance Services Ltd.

Finding a solution that works for you!

Advocating on your behalf!

About Us Partnering with you! Strategic Benefits & Insurance Services Ltd. is a locally owned and operated independent benefits consulting firm specializing in employee benefit programs and tax-effective compensation strategies. With a combined 40 years of expertise and knowledge in the employee benefits industry we offer sound and trusted advice to successful entrepreneurs, businesses and organizations of all sizes. Only local partner of The Benefits Alliance Group, Canada’s largest association of independent Group Benefit Advisors. About Us Partnering with you!

Your Team Debra Dobing Richard Dobing GBA, CMS, HIA President Over 15 years of experience Group Benefits Specialist Partner in The Benefits Alliance Group The Benefits Alliance Group Richard Dobing GBA, CMS, HIA Employee Benefits Specialist Partnership Network Over 30 years of experience Group Benefits Associate Compensation Management Specialist Heath Insurance Associate Canada’s largest association of independant Group Benefit Advisors Over $900M in group premiums Over $2.5B in group retirement AUM

Employee Benefit Solutions Registered Savings Options Personal Life Solutions Group Life & Health Solutions Financial Analysis Plan Benchmarking CORPORATE RISK MANAGEMENT

Value Added Solutions Human Resource Solutions Payroll & Benefits Administration Employee Assistance Programs Health & Wellness Accounts Drug and Disability Management Solutions

Understanding the Landscape

74% $32.2B 28M Things to consider Number of Canadians covered by a health benefits plan (CLHIA) Employees who agree having insurance and benefits provides peace of mind for unexpected life events. (Met Life) Private health Insurance benefits paid in 2015 (CLHIA)

Bridging the Gap in Coverage Private Plans Government Plans Group Benefit Plans Drug Plans, Dental Plans Individual Health Plans Retirement Solutions Life & Disability Estimated $120B in 2018 Provincial Health Care Canada Pension Plan Employment Insurance WSIB Assisted Device Programs Estimated $253B in 2018

Why is group so important for your business? ATTRACTING GOOD TALENT RETAINING VALUABLE TALENT Reasons for Group Why is group so important for your business? COST EFFECTIVENESS PROTECTING YOUR ASSETS Average Recruitment Costs $1,000-5,000 (HRPA)

What is involved?

How Does the Process Work 1 2 3 CONSULTATION MARKETING SOLUTIONS 4 5 6 INSTALLATION EVALUATION MANAGEMENT

Implementation Cycle Pre-Implementation Implementation Post-Implementation Benchmarking to see what other companies are providing Market evaluation to determine best solution to meet your needs Enrolment process and employee education Employee awareness and education sessions Preparation of employee benefit packages including drug cards, booklets and contact information Administrator education and training sessions Quarterly service reviews Quarterly claims reviews Annual Benchmarking to ensure plan meets expectations Annual Pricing Renewal On-going claims and administration support

Making the Right Choice Is about choosing the right plan which is best for your company and your employees Is about receiving the best value and not be about the lowest price Is about working with a reputable Employee Benefits Advisor who is looking out for your interests Is about choosing us to be your PARTNER! Summary Making the Right Choice

Debra and Richard Dobing Thank You Debra and Richard Dobing 613 507-4400 info@strategicins.ca www.strategicins.ca