Why "Set It and Forget It" Is Costing You on Group Benefits, with Marni Hefner

Most business owners treat their group benefits plan like a subscription — set it up once, glance at the renewal price each year, and move on. According to today's guest, that's often the most expensive assumption they'll make all year.In this episode, Martin and Greg sit down with Marni Hefner, Director at IDC Wynn Workplace Solutions, who reviews renewals and designs benefit plans for business owners every day. Marni explains why no two companies — even two of the same size and industry — should have the same plan, and why chasing the lowest renewal number is usually the wrong question.What we cover: • Why "set it and forget it" is the most expensive assumption you can make about your benefits plan • What actually drives a renewal increase, and how to tell if it's fair • Why the right plan depends on your team's demographics, not a template • The bad practice that can quietly hurt you with insurance carriers • Emerging trends business owners should have on their radar — from flexible spending accounts to executive medical programsIf you're a Canadian business owner responsible for a group benefits plan — or wondering whether you need one — this one's worth your time.Book a free Group Benefits Review: benefits.dundaslife.com/webinarKeep What You Build is presented by Dundas Wealth. The content in this podcast is for educational purposes only and does not constitute financial, tax, or legal advice. Always consult a qualified professional before making financial decisions.