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 


Episode 2 – The 5 Steps to Working With Curry Financial Group



Ensuring that every client finds a benefit plan that suits their needs and is always working in their favour is at the top of priority for Curry Financial Group.

In this episode, Lorne Curry discusses the 5 step process that he goes through with clients to ensure that they are getting the right benefit plan that works for their company. Lorne also explains how the process does not end when a plan is chosen, rather, he sticks it out with every client to be sure their current plan is always the best on the market! 

In this episode we discuss:

  • What the initial discovery meeting looks like with new clients  
  • How Lorne analyzes client’s current plans to compare them to the market  
  • Why we go to the market to find the best plan  
  • Staying engaged with clients throughout the year about their plans  
  • How Curry Financial Group supports its clients throughout the process  
  • And more!

Tune in now to follow along the process of onboarding new clients at Curry Financial Group to ensure that every client gets exactly what they need! 

Resources: Lorne Curry | Curry Financial Group 


Episode 1 – Welcome to The Benefits of Knowledge with your host Lorne Curry



Welcome to The Benefits of Knowledge! A podcast aimed at helping educate business owners and companies on group benefits! 

In this debut episode, Lorne Curry of Curry Financial group! Kicks off his podcast by sharing how he got into financial services and who he works with. Lorne allows you to get to know him, what he does and what you can expect from this show! 

In this episode we discuss:

  • How Lorne got started in the financial industry 
  • What Lorne specializes in and who he works with 
  • Why Lorne feels having a balance between life and work is so important
  • What you can expect from future episodes and who should be listening   
  • And more!

Tune in now to meet your host Lorne Curry! 

Resources: Lorne Curry | Curry Financial Group