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Employee Benefit Plans
Please complete the following form to have a group benefit specialist contact you regarding an employee benefit plan proposal.
Business Contact
Contact
First Name
*
Last Name
*
Email
*
Phone
Fax
Address
Street Address
Street Address Line 2
City
Province
Country
Business Information
Business Name
Website Address
Nature of Business
Number of Employees
Does this business currently have group benefits in place?
Yes
No
Information for a new group benefit plan
Start date of business
...
Required Effective Date of Coverage
...
Are there any subsidiaries or affiliates to be covered?
Yes
No
Is the business financially stable?
Yes
No
At the present time, are all employees actively at work?
Yes
No
Are all eligible employees participating in this plan?
Yes
No
Have there been any employees on disability in the last five years?
Yes
No
Do all employees work at least 20/24 hours per week?
Yes
No
Are your employees covered by Worker’s Compensation?
Yes
No
Are any of your employees seasonal?
Yes
No
Are there any independent contractors seeking coverage?
Yes
No
Are any employees regularly working or travelling outside Canada?
Yes
No
Will this plan include coverage for partners or sole proprietors?
Yes
No
What is the percentage of full time employees?
What percentage of your employees is related?
How Much (%) is the employer prepared to contribute?
Upload Employee Data Sheet
Information for Existing Group Benefit Plans
Current Group Provider
What is your renewal date?
...
When did your coverage begin with your current insurance carrier?
Are any employees struggling with health or disability related issues?
Yes
No
Have you been with any other insurance carriers in the last five years?
Yes
No
What is the primary reason for requesting a proposal today?
Upload a copy of your employee benefit booklet
Upload any documents pertaining to the history of your current plan
What is the most important aspect of a benefit plan to you?
Price
Service
Financial stability of insurer
What areas of protection are most significant to you and your employees?
Death
Critical Illness
Disability
Health Care
Dental Care
Do you currently work with an advisor at Alliance Financial Group?
Yes
No
What is the Name of your Advisor?
Comments
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Thank-You for your Submission
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Home
Products
Life Insurance
Living Benefits
Critical Illness Insurance
Long-Term Care
Disability
Investment Funds
RRSP
RESP
Other Investments
TFSA
Financial Planning
Estate Planning
Retirement Planning
Employee Benefit Programs
Business Continuity
Short-Term Absence
Preliminary Steps
Period of Absence
Return to Work
Medium-Term Absence
Preliminary Steps
Period of Absence
Return to Work
Long-Term Absence
Preliminary Steps
Period of Absence
Return to Work
Business Transition
Immediate Sale of Book of Business
Preliminary Steps
Transfer of Clientele
Progressive Sale of Book of Business
Preliminary steps
Transition
Final transfer
Death/Disability
Preliminary steps
Transition
Final transfer
Quotes
Free Life Insurance Quote
Free CI Quote
Employee Benefit Plans
Careers
Blog
Login
Client Login
Investor Access
Contact