Who We Are
Think of Navigate Group Benefits Inc. as a friend in your corner. We don’t pick any one carrier to work with because we’d rather be on your side. But we’re more than that; our experience and skills with employee benefits will help you achieve the best possible savings without sacrificing coverage. Here is our approach:
- The personal touch—all done remotely. We’ve gone virtual. The benefit for you? You can still have the personal touch of face-to-face interaction. In an unpredictable era of social distancing, we’ll be a familiar face.
- Negotiation with know-how. Many group brokers accept inflating costs as an inevitability. We don’t. We save the average client 15-30% or more when they move their benefits package to us because we’re not committed to any one carrier. We’re only committed to you.
These days, virtual interaction is the name of the game. But we’re not a call center—we’re a dedicated group of professionals who you’ll come to know as advocates for your company.
Who are we? We’re a team of advocates. But we’re more than someone in your corner; we’re a group of people who know how to navigate the world of benefits, lower costs, and identify the best plan for your employees. We take a small company approach by offering you a personal touch. We’ll make sure you get the most competitive package with any budget.
Meet Our Team
Client Relationship Manager
Compliance and Backend Processing
Certified Financial Planning
READY TO TALK?
It’s time to take control over your coverage. Work with someone who can help you navigate the world of group plans and find what’s right for you. Our streamlined virtual process takes less time, making it easier than ever before to get a quote.
My wife and I are both 50+ working professionals with little to no appetite for financial planning but certainly fully understand it’s importance. We have had numerous Financial Advisors over the years as we crisscrossed the Country and while we have never had any complaints, Joe White is someone we often boast about. Joe has an innate ability to understand our needs, desires, and aspirations and fashions a plan to exceed all expectations. He is instantly available when you need him while at the same time not at all intrusive. Simply put we feel safe, secure, and confident with Joe White and his professional team. Without any hesitation whatsoever we highly recommend Joe White.
Owner , Allan A. Dale Professional Consultant
Precision Mechanical Inc. has used Navigate Financial Solutions ( former Sunlife Financial) for many years now for all our corporate and personal life insurance/investment needs. Joe White and his staff are very knowledgeable in the business and go above and beyond to fulfill our needs and offer suggestions on how to save money while maintaining the coverage needed to protect our long term goals as a company. The service received is excellent and PMI would not hesitate in recommending NFS to any business.
Lloyd Cudmore, P. Eng.
Partner, Kensington Metal Products
Joe and his staff were great to deal with when transitioning to a new provider for our business’ group benefits package. Not only was the plan better, it ended up coming in below the cost of the previous provider. Joe took care of all the transition details and is always around to answer any questions and advocate for us to the providers.
Feije De boer
Joe was excellent to deal with when looking for group insurance for myself and my employees. He was quick, responsive, and gave me options. Joe is the only person I trust to deal with my insurance needs.