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Episode 14: Rethinking generational assumptions in group benefits design
In this episode of 18 Minute Experts, host Matthew Butters sits down with Taylor Valee, VP of Client Management at People Corporation, to explore a timely and thought-provoking topic on how generational assumptions shape and sometimes distort the design of group benefits plans.
Taylor shares insights from nearly a decade of experience working with large plan sponsors across industries, offering a fresh perspective on how to build benefits programs that are both cost-effective and genuinely valuable to employees.
In this discussion, they delve into:
Why employers should avoid making generational assumptions in benefits planning
What it really means to "modernize" benefits for deeper relevance
How advisors can stand out by taking a thoughtful, data-driven approach rather than following a rigid "rule book."
Tune in for a thought-provoking discussion that challenges the status quo and offers actionable strategies for modernizing benefits programs.
Like what you hear? Subscribe using your favourite podcast platform, leave us a review, and visit us at peoplecorporation.com/18minexperts to learn more!
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By People CorporationIn this episode of 18 Minute Experts, host Matthew Butters sits down with Taylor Valee, VP of Client Management at People Corporation, to explore a timely and thought-provoking topic on how generational assumptions shape and sometimes distort the design of group benefits plans.
Taylor shares insights from nearly a decade of experience working with large plan sponsors across industries, offering a fresh perspective on how to build benefits programs that are both cost-effective and genuinely valuable to employees.
In this discussion, they delve into:
Why employers should avoid making generational assumptions in benefits planning
What it really means to "modernize" benefits for deeper relevance
How advisors can stand out by taking a thoughtful, data-driven approach rather than following a rigid "rule book."
Tune in for a thought-provoking discussion that challenges the status quo and offers actionable strategies for modernizing benefits programs.
Like what you hear? Subscribe using your favourite podcast platform, leave us a review, and visit us at peoplecorporation.com/18minexperts to learn more!