Join Al & Robin as they discuss Group Retirement Programs with Alex Bertola of Manulife Financial. Learn the difference between the 3 plan types and how benchmark reports can help enhance employee participation & contributions, while better addressing the different needs of your company and employees. It’s no longer One Size Fits All!
What have you always wanted to know about Group Retirement Plans but have been too afraid to ask? Well, let me introduce you to your new best friend, Alex Bertola. He has been Account Executive at Manulife for the last 13 years. Alex has had exposure to both U.S. as well as Canadian programs. As such, his experience has made him a great resource to both advisors as well as their clients. Be sure to tune in to find out what types of plans exist today, as well as the pro’s and cons of each. We also chat about the “right time” to implement a plan and what’s in it for both employers and employees. Finally, you’ll hear us joking around about putting Alex in a boardroom with a whiteboard, trust me, you want to see the magic in person. He’s certainly one of the reasons I enjoy this industry so much….you meet some great people along the way. I hope you enjoy it! RB