Monthly Archives: February 2021

Episode 4 – Understanding Taxation on Benefit Programs



At Curry Financial Group, we see benefits as a part of an employee’s compensation. There are things you can be doing with your benefits to leave money in your pocket and your employee’s pocket at the end of the day! 

In this episode, Lorne Curry discusses how taxation works when it comes to benefit planning and how you can give to your employee’s without having to spend any taxes on it! 

In this episode we discuss:

  • How taxation works when it comes to benefit planning 
  • Who can benefit from tax savings  
  • Which benefits are taxable  
  • Benefit program eligibility based on company size   
  • And more!

Tune in now as we explore what taxation looks like for you and your employees when it comes to benefits. 

Resources: Lorne Curry | Curry Financial Group


Episode 3 – A Look at the Funding Models



When it comes to setting up your benefit plans, there are actually three different funding models that could be used to fit the needs of your company. 

In this episode, Lorne Curry compares the three different funding models that are used when setting up group benefit plans and how each of them differ. Lorne talks about what you can expect from each type and how to know what model might be best for you. 

In this episode we discuss:

  • How the ASO Model works  
  • What the Insured Model looks like
  • How the Pooled Model works for various companies 
  • Using a combination of the models to create a plan that is best for you 
  • And more!

Tune in now to discover what the Funding Models you could be using are, and how they might work together!  

Resources: Lorne Curry | Curry Financial Group