Your clients' Peace of Mind matters!

Most benefits conversations start with health and dental. However, the advisors who create real, lasting client relationships understand that our Peace of Mind Benefits, which provide insured solutions, add that much-needed (and expected!) level of protection.

Across Canada, the gap between what clients think they’re protected for and what they’re actually covered for is growing. That gap is your opportunity.


What Are Peace of Mind Benefits?

Peace of Mind Benefits focus on the protections that matter most when life takes a turn:

  • Life Insurance

  • Long-Term & Short-Term Disability (LTD & STD)

  • Accidental Death & Dismemberment (AD&D)

  • Critical Illness Insurance

They are the backbone of a benefits plan — not add-ons.

Why should you include Peace of Mind?

1. They create stickier, long-term client relationships.

Comprehensive plans lead to higher confidence, higher satisfaction, and higher retention. When you help a client understand (and fix) coverage gaps they didn’t know existed, you become indispensable.

2. Clients assume they’re already protected.

Many employers believe their plan already includes life and income protection — until they discover it doesn’t. This is where the advisor adds irreplaceable value:

You’re not selling insurance.

You’re completing protection.

3. Peace of Mind Benefits differentiate you immediately.

Health and dental are table stakes; anyone can get them.

However, building a holistic protection strategy — one that safeguards both employees and employers from financial shock — is where advisors truly stand out.

The four benefits that change everything

Life Insurance: The No-Brainer

  • 88% of plans already include Life — it’s a standard.

  • The 12% that don’t? They stand out for the wrong reasons.

  • Adding Life coverage is the easiest and fastest win in your book.

Long-Term Disability: The Conversation Starter

  • 51% of plans don’t include LTD.

  • Yet income loss is the #1 financial risk during illness or injury.
    This is the moment to ask the foundational advisor question:

“If someone can’t work, who replaces the income?”
If the answer is “the employee,” the plan is incomplete.

AD&D + Critical Illness: Rounding out the protection framework

  • These cover the unexpected.

  • CI supports recovery — not just survival.

  • AD&D strengthens affordability and improves the safety net.

Together, these benefits create a plan that protects life, livelihood, and long-term financial well-being.

How to introduce Peace of Mind to clients (Advisor script)

Use a simple, relatable framework:

Step 1: Validate what they already have

“You’ve done a great job building the foundation of your benefits plan. Most companies start with health and dental — that’s normal.”

Step 2: Introduce the gap

“But here’s the challenge: health benefits cover the cost of getting better, not the cost of being unable to work.”

Step 3: Ask the key question

“If sickness and drugs are covered… who replaces the paycheck?”

Step 4: Present Peace of Mind Benefits as the solution

“This is why leading organizations round out their plans with life and income protection. It’s the part of the plan that matters most when something unexpected happens.”

The power of Blended Benefits

Blendable’s Blended Benefits allow advisors to seamlessly integrate Life, LTD, AD&D, and CI into any plan — with none of the traditional friction.

You bring the relationship.

Blendable does the heavy lifting.

  • Faster quoting

  • Easier implementation

  • Centralized admin

  • No disruption to core benefits

This makes Peace of Mind Benefits not only valuable but effortless to introduce.

Why this is the easiest win in your book

  • Plans that exclude life or income protection stand out negatively.

  • Employers want to do the right thing — they just don’t know the gap exists.

  • Showing them what’s missing builds trust immediately.

  • Advisors who bring these conversations forward become strategic partners, not transactional vendors.

Fixing incomplete plans is the fastest way to elevate your value.

Be the Advisor who completes protection

Clients aren’t asking for Peace of Mind Benefits because they don’t realize they’re missing them. But once you show them why these protections matter — and how easy Blendable makes the process — the conversation shifts from “Should we?” to “Why haven’t we already?”

Every plan you touch becomes more comprehensive, more protective, and more meaningful.

That’s the advisor clients keep for years.

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Peace of Mind Presentation