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Benefits for Small Business Toolkit

Benefits for Small Business Toolkit

Enabling healthy and successful workplaces.

Brochure
(plan sponsor)

(PDF - 4.23 MB)

Find out all that Benefits for Small Business can do. This brochure also includes an overview of the plan details.

Introduction flyer
(plan sponsor)

(PDF - 881 KB)

A summarized look at our offering for small businesses.

Presentation
(plan sponsor)

(PDF - 1.21 MB)

A great tool that elaborates the details and working of Benefits for Small Business.

Member material

(PDF)

Once enrolled in the plan, the following documents can be shared with plan members:

Member flyer
Welcome brochure

Rate summary
(advisor)

(PDF - 417 KB)

A monthly rate summary for advisors.

Technical document
(advisor)

(PDF - 314KB)

Here’s a detailed look at the plan design.

Email templates
(advisor)

(DOC - 16KB)

Customizable content for plan sponsor communication.

Group application forms
(advisor)

(PDF)

Group application
Member enrolment