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Six Places: Benefits Plans Leave Money on the Table

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Before we send the guide, a few quick questions. We will tell you why we ask each one.

How satisfied are you with your current benefits plan?

Why we ask: the guide covers both cost and coverage gaps. Your answer tells us which chapters to point you to first.

Roughly how many people are on your team?

Why we ask: plan pricing and carrier options change a lot at 5, 10 and 50 employees, so the guide reads differently depending on your size. Every size gets the guide. A rough number is fine.

Which province is your business in?

Why we ask: this is so we can send you the right guide related to the specifics of your business location. Provincial health coverage, drug plans and carrier availability all differ.

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What is your business called?

Why we ask: so your copy of the guide is filed under your business, not mixed up with someone else's. No website or paperwork needed.

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Who should we address the guide to?

Why we ask: just so the email with your guide is addressed to you and not "Dear business owner". First and last name is plenty.

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Where can we send your ebook?

Why we ask: the guide goes out as a PDF by email within a few minutes. A work email helps it land in the right inbox and not a personal spam folder. No newsletter, no drip sequence.

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Last one: the best number to reach you

Why we ask: we may call to walk through the guide with you and give no-obligation advice on where your plan could do more for the same money or less. It also confirms the request is from a real business. If you would rather not talk, just say so on the call and that is the end of it.

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