November 11, 2019

Companion Life’s 2021 Leaders Conference

Four Seasons Hotel Firenze

Florence, Italy

June 20-25, 2021

Florence, Italy — the capital of postcard-perfect Tuscany — blends history and beauty like no other city. You’ll come alive in this enchanting place considered to be the bi...

November 11, 2019

We have enjoyed the Aetna contract since April and our momentum grows monthly.  Like any new product we are learning valuable lessons as we go.  Here are some items to consider as you quote, present and write business with us going forward.


1. This is a medically...

September 23, 2019

Pediatric Dental has been with us since 2014. There are two sides of this coin. One side annoying, the other an opportunity to sell. 

The first few years it took the carriers a bit of time to get up to speed but gradually all of our carriers were able to quote...

August 6, 2019

It is good to hear from actual clients from time to time about their experience with the products we help distribute.  The note below I received from Dennis Forth.  Dennis works with OneAmerica and an insured, Gary Sheehan gave him permission to share this open letter...

May 11, 2019

With OneAmerican's small business suite we can offer your small group clients virtually the same benefits as large groups without the fear of participation issues.  

  • $100,000 of Guaranteed Issue Voluntary Life down to 2 lives

  • 60% to $6,000 Voluntary LTD do...

May 2, 2019

I'm going three pieces for 2019!  Three piece suit, three piece offering at BPI--Medical, Ancillary and Ben Admin baby!  

It's all part of the unique BPI Bundle designed to make your life easier while increasing your earnings. We'll discuss at these upcoming m...

April 29, 2019

Effective 4/1/2019 Benefit Profiles is the newest certified General Agent for Aetna’s 5-50 benefit eligible level funded medical plan in Michigan, called Aetna Funding Advantage. 

Some strengths of the program include:

  • Level funded plan with very competitive rates al...

Listen as Phil Gardham, President of Companion Life stops by to tell us what it's been like running Companion Life in his first year. We talk about his background growing up in Toronto and what it was like acclimating to the US as he's grown in his career on the stop l...

LISTEN TO THE BENEFIT PROFILES PODCAST HERE! 

I am pleased to introduce the Benefit Profiles Podcast!  This a podcast we created to interview very interesting people in the benefit business, learn what makes them tick, how they achieved their success and hopefully help...

September 17, 2018

I recently had the privilege of listening to David Reid, the founder and CEO of EaseCentral. His presentation is entitled "Becoming The Feared Competitor" and in it he lays out the new competitive reality for insurance agents who are used to mainly competing with each...

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