Overview of Regency

Proper planning leads to predictable outcomes. A lack of planning and buying packaged or "off the rack" benefit offerings without in-depth consultation leads to inappropriate claims patterns and an inefficient/ineffective use of corporate funds. Current trending and expense factors are evaluated and incorporated in customized and current plan designs.

At Regency Advisory Corporation we investigate the most current plan offerings and we educate our clients so they do not become bogged down with an outdated, inefficient and under-appreciated benefit plan design.

The term "employee benefits" generally lacks definition. Regency uses corporate business planning tools in assisting the business owner with attracting and retaining the best employees through the proper use of employee benefits. These benefits are not limited to the traditional health and dental plan or an income replacement contract. The benefits and planning tools available include:

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Investment Tools

• Pension
• Group RRSP
• IPP
• DPSP

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Financial Accountability Options

• ASO
• Cost Plus
• Flex Benefits
• Insured Top-up Plans
• Catastrophic Benefit Plans

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Health Benefit Tools

• Extended Health, Dental, Disability Plans

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Personal Life and Family Balance Planning

• Vacation Day Allotment
• EFAP
• Personal Health Spending Accounts
• Health Risk Assessments
• Best Doctors
• Health Fair Days
• Wellness Education

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Succession Planning Tools

• Funded Buy/Sell Agreements
• Will Planning
• Corporate Restructuring

Regency Advisory Corporation is unique in the industry as we incorporate the use of proprietary programs and proprietary benefit plan designs in addition to traditional insurance carrier developed plans. As well, our proprietary administration and billing service offering allows Regency to become a valued arm of the business owner to ensure the most efficient spread of their resources and employee administrative staff time.

The key to these tools is knowledge. To have made tools available is of no consequence if the proper consultation process has not been completed. The best aircraft is only a show piece without a properly trained pilot. Regency trains excellent pilots.