The “Ah-Ha” moments

The “Ah-Ha” moments

Benefit Plan administrators know it is not uncommon to request the benefit plan enrolment information from employees, only to be declined or delayed in getting the expected paperwork or on-line enrolment completed. Employees will refuse coverage, often stating they...
The “Ah-Ha” moments

Expectations on Fraud

Attending an understanding of benefit fraud to work toward recognition and prevention, offered through Sun Life Financial, the speaker used an apt example to explain how fraud happens. During the annual parade of costumed children on Halloween, many households now use...
Employee Ownership Trusts (EOT) with Tiara Letourneau

Where the Family Advisory meets Business Succession

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. This SHifT Succession conversation includes two dynamic practitioners in the field of exit planning. Trudy Pelletier,...
Employee Ownership Trusts (EOT) with Tiara Letourneau

JeffreyCullen, MBA, CEPA, Business Broker

Let’s Talk About SHifT You have questions and need answers from expert sources. Join Lori Power, Founder of MP Benefits on her weekly zoom-cast. Jeffrey Cullen, MBA, CEPA, works to match and help business sellers and buyers achieve their goals through a win-win...