Robert Welke, MExit, CEPA, B.Comm. CVB, Author

Robert Welke, MExit, CEPA, B.Comm. CVB, Author

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. Join us for our conversation with Robert Welke, a Certified Exit Planning Advisor (CEPA) and Author, who helps...
Jason Watt, Succession of Family Enterprise

Jason Watt, Succession of Family Enterprise

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. Jason Watt, educator and advisor support in obtaining their financial planning designations speaks about the...
Robert Welke, MExit, CEPA, B.Comm. CVB, Author

Jason Vance, BubbleUp Marketing, Lessons Learned

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. Jason’s Vance, Digital Marketing Strategist, BubbleUp, speaks frankly about his experiences in buying and...
Why Group Life Insurance Matters

Why Group Life Insurance Matters

…A case study While the sun shines For the sake of this outline, the employer will be called Company, the employee will be called Arthur, his spouse, Angela, and his daughter, Anne. Arthur is a professional in his field and accepted a position at Company in the fall....
Administrative Services Only (ASO)

Administrative Services Only (ASO)

A benefit tool by many names. First things first, there is often confusion between what is insurance and what is not. Insurance is when the “risk” of claim—life insurance, disability, pharmacy, health care—is under contract with an insurance provider. Financial...