Benefits & Underwriting 101

Benefits & Underwriting 101

June 9, 2022 12:00 PM to 1:30 PMOnline Pacific Time
Area of Interest: Pensions, Benefits, Investments, Networking Format: Web

An online seminar hosted by CPBI Pacific

Whether you’re new to the employee benefits industry or need a refresher as you jump into a new role, this session is for you!  Join Kandy as we talk through all things employee benefits: plan design, funding, basic underwriting considerations, and terminology.

Cancellation Policy

Kandrice Cantwell, CEBS,
ISCEBS Fellow, CEBS-Compliant
Montridge Advisory Group Ltd.

Ms. Cantwell is partner at Montridge Advisory Group Ltd., a benefits, pension, and executive compensation advisory firm. She began her career in the employee benefits field and held key positions with some of Canada’s largest insurers and consulting firms before joining Montridge. 

With both a strong technical and a strong marketing background in employee benefits, Ms. Cantwell consults some of Canada’s most dynamic employers, as well as numerous U.S.-based corporations for their Canadian benefits plan. Ms. Cantwell serves on the Symposium Education Committee—Canada. She is a past president of the British Columbia chapter of ISCEBS and has also previously chaired both the ISCEBS  Membership and Chapter Development Committee as well as the Symposium Education Committee—Canada. In addition to ISCEBS, Ms. Cantwell is a member of the International Foundation of Employee benefit Plans, Chartered Professionals in Human Resources (CPHR – BC & YK) and Advocis, The Financial advisors Association of Canada. She currently sits on committees for the Pacific Region of the Canadian Pension & Benefits Institute (CPBI). Ms. Cantwell earned her bachelor’s degree in business administration from Walla Walla University, earned her CEBS designation in 2012, is an ISCEBS Fellow and CEBS-Compliant.


Attend to learn:

  • Overview of government-funded coverage

  • How benefit plans differ & why they’re important

  • Terminology

  • Benefits structure

  • Basic underwriting

  • Basic funding




Thursday June 9, 2022
12:00 pm  1:30 pm PT - Education session
Certificate of Attendance quiz to follow


Registration Fee

CPBI Members: $25
Future Members: $75



Online Workshop

Access information will be sent to all registrants one day in advance of the online session.  Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants.


Who Should Attend:

- Plan Sponsors

- Human Resource Professionals

- Benefit and Underwriting Professionals

- Consultants and Brokers

- Insurers and Plan Providers


CE Credit

Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.



Krista Frayn
Phone: (403) 888-3185
[email protected]



Kim Duxbury

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