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Green Mountain Financial Services Inc.

Green Mountain Financial Services Inc. · Employer planning tool

Compare benefits proposals beyond the premium.

Organize your current plan and two alternatives in one place. See cost differences and prepare the coverage questions to resolve before deciding.

Start with your plan documents

Use your benefit booklet, renewal notice and written proposals. Enter “Not covered” where confirmed, or leave a field blank if you still need the answer.

Use the same employee group, effective date and tax/fee basis for each premium. If these differ, record the differences in the cost-sharing and terms fields. Please keep employee names, medical details and individual claims out of this worksheet.

Your entries stay on this page until you clear, refresh or leave. This worksheet does not send them to GMFSI. Use Save worksheet to download a file you can reopen with Resume worksheet. Your PDF and text summary are readable copies; use the worksheet file to restore editable entries.

Save your progress. Pick up later.

Save a worksheet file to your device, then select it here when you return. No account is needed. The file contains your entries; this page reads it in your browser and does not upload it to GMFSI.

Save before closing this page. To continue on another device, move your saved worksheet file there.

Enter your three plans

On a phone, swipe the table sideways to see all three plans. Plan names are optional. Monthly premiums may be left blank if unknown.

What to compareCurrent planOption AOption B

Fill in what you know, then build your comparison.

Planning worksheet only. A lower premium may reflect different coverage, limits, underwriting or funding. Values are entered by you and are not verified. Annual estimates assume 12 months at the entered premium; employee costs are averages, not individual rates or payroll deductions. Confirm actual terms in the applicable documents. No separate taxes or fees are added.

Green Mountain Financial Services Inc. · Protect. Grow. Preserve.
(905) 921-9962 · mshukla@gmfsi.ca · gmfsi.ca

Continue Your Renewal Planning

Choose the next step that fits your review.

01 / PLAN YOUR TIMING

Build Your Renewal Roadmap

Organize your renewal date, preparation milestones and review questions.

Open this resource →
02 / UNDERSTAND THE COST

Calculate Your Renewal Impact

Compare monthly and annual costs across two renewal scenarios.

Open this resource →
03 / COMPARE THE DETAILS

Compare Benefits Proposals

Compare your current plan with two alternatives, then identify coverage differences and questions to clarify.

Open the comparison worksheet →
04 / DISCUSS YOUR OPTIONS

Explore the Renewal Review

Review pricing, coverage and the questions to resolve before deciding.

Open this resource →
Start Here →