Episode 14: Rethinking generational assumptions in group benefits design
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About this listen
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!