Notes
Outline
Private Health Services Plan
An Olympic Trust Sales Presentation
Brought to you by Zulak Financial Group
How to Pay for your Medical and Dental Expenses Tax Free
Who is Olympia Trust Company?
Olympia Trust Company is a wholly owned subsidiary of Olympia Financial Group Inc. (OLY: TSX-V).
Established in 1996
For more information on Olympia Trust please visit www.olympiatrust.com or  www.sedar.com.
What is PHSP?
PHSP is a plan designed to allow all business owners and self employed individuals to have their businesses pay for qualifying medical expenses on a pre-tax basis.
For a Technical explanation please visit their website (www.olympiatrust.com).
How Does a PHSP Work?
Pay your medical and dental expenses with your personal credit card (Ex. $500 for glasses)
Have your company or business send Olympia Trust the receipt along with a company cheque for $550. Your company or business can deduct this cheque.
Olympia Trust will send you a personal cheque for $500 as a non-taxable employee benefit and you now have tax free dollars to pay your credit card bill when you receive it.
Eligible Expenses
Prescription Medications
Chiropractic / Physiotherapy / Massage
All Optical Expenses
All Major Dental Work
Alternative Treatments
Premiums paid to Private Health Plans
Psychiatrist / Psychologist
Cosmetic Surgery
Orthopedist
Non-prescription medicines prescribed
Optional Travel Insurance Summary
Group of 1 - 5 Employees
Overall Maximum per Insured Person: $5,000,000 per Coverage Period
Coverage Period: 30 days per Trip
Benefit Summary: can be found at www.olympiatrust.com
Rate Schedule (per month):
Employees aged 0-54 years
Single Family
Total Premium: $7.10 Total Premium: $9.20
Employees aged 55-64 years
Single Family
Total Premium: $11.30 Total Premium: $15.00
Exceptional Expense Insurance Summary
What is Involved in Signing Up?
Simple Application
One Time Enrollment Fee
Why Olympia Trust?
The only trust company to administer Private Health Services Plans in Canada
48 hour turnaround on claims (Direct Deposit)
Currently services more than 15,000 businesses
Real-Time access to account information
The only PHSP administrator that will back their clients when it matters
Thank you!

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