This site optimized for browsers that support Web standards, but it is accessible to any browser or Internet device. You can get a free download of the most current browsers from IE Browser or Netscape Broswer

Leipert Financial
|
|
|
|
|
Personal Financial Security Solutions Employee Benefits Solutions Estate & Business Transition Solutions Living Benefits Solutions Retirement Investment Solutions
Group Insurance     Life
    Disability
    Critical Illness
    Health & Dental Group Pension Plans & RRSPs Executive Compensation LFG Employee Benefits Check Up



info@leipertfinancial.com

 

Regina Main Office
306-359-0776

Regina Employee Benefits Office
306-359-1044
1-800-838-6146

Moose Jaw Office
306-693-6588
1-800-900-5675

LFG Employee Benefits Check Up

  1. Do you know why it’s important to have a benefits plan in place?


  2. Is your benefit package used to recruit and retain employees?


  3. Is there a process in place for you to obtain feedback from employees?


  4. Is there a clear and concise process for educating employees on their retirement plan investments?


  5. Do employees appreciate how much your company spends on the benefits/retirement plan?


  6. Do you have an action plan providing personal contact for your employees in the area of education and financial planning?


  7. If an employee is disabled or killed can you honestly say that you have the best plan or support in place for the employee and/or the employee’s family?


  8. Is your group plan marketed regularly to ensure that the rates you are receiving are on par with the market?


  9. Is the management process you use the most effective for your administrator?


  10. Do you have a clear understanding of the role of your broker/consultant and the insurance carrier?

If you answered “no” to even one of these questions...