PPI

PPI Benefits

When you work with our experienced benefits team as your consulting partner or third party administrator for group benefits, you can expect leading edge proprietary solutions and an outstanding level of service. PPI Benefits offers benefits plans that cover more than 1000 businesses across Canada, tailored to help employers engage and motivate their teams – while still managing costs. Depending on the group size, you can select from the service that best suits your needs:

PPI Benefits is part of PPI, a financial services marketing organization that connects more than 5,000 advisors and their clients with what they need to achieve leading-edge financial solutions.

At its core, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Since 1978, PPI has delivered the calibre of estate planning and technical support to advisors that helps Canadians to plan ahead for a secure future.

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FULL CONSULTING SERVICES (FCS) – for larger groups

We collaborate with employers and advisors using our unique GAPP process (Goals, Actual Results, Possibilities and Priorities) in the design, implementation, and ongoing management of employee benefits:

  • Technical support includes tax efficiency reviews, plan design consultation, renewal analysis and negotiation, industry benchmarking, funding options and experience reviews
  • Flex-Plan consulting, communications, administration and ongoing management
  • Comprehensive implementation services that start with program installation and introduction, employee resources and Total Reward statements – helping employees understand the value of their benefit plan – and covers legislative awareness and claim dispute advocacy and resolution
  • Strategic Retirement Plan design with Capital Accumulation Plan (CAP) Guidelines reviews, employee education sessions and one-on-one investment support, and on-going fund manager evaluation and fund line-up reviews

THIRD PARTY ADMINISTRATION (TPA) – for all business sizes

Businesses deserve to have affordable health benefits designed specifically to fit their needs. Regardless of your clients’ business size, we have benefit plans and options to meet their needs.

Benefits My Way

  • Health Spending Account platform
  • Defined Contribution
  • Insured Options
  • HSA and Taxable Wellness Accounts
  • <10 lives

Currently not available in Québec.

Agile Benefits

  • Top Canadian Insurers compete for your business
  • No more re-enrollments
  • 10 lives and up

Thrive

  • Unique value
  • Protection from traditional competition
  • Less work = more profit
  • Flexible Compensation

If you’re an employer looking to deliver more for your employees, or an advisor with business clients who need support in building their benefit plan, we’re here for you.

Contact us today

PPI Benefits is part of PPI, a financial services marketing organization that connects more than 5,000 advisors and their clients with what they need to achieve leading-edge financial solutions.

At its core, PPI offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. Since 1978, PPI has delivered the calibre of estate planning and technical support to advisors that helps Canadians to plan ahead for a secure future.

Watch the video