Resources

• Top 10 Ways to Use an HSA

  From HealthEquity

  Help clients’ employees discover simple strategies to get more from their HSAs.

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• Guide: Assessing the Impact of Your Financial Wellness Program

  From Morgan Stanley at Work

  Learn the 5 essential metrics to use when assessing the success of your employee financial wellness program.

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• Win the Talent War: The Recruiting-Retention-Benefits Connection

  From ArmadaCare

  Competing successfully in today’s labor market means moving away from reactive recruitment practices that are overly reliant on compensation. Instead, take a more strategic approach with innovative add-on health benefits that complement core benefits and can be tailored to the needs and wants of a diverse workforce. Download this guide to learn how.

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• Healthcare Advocacy: The Path to Better Health Outcomes, Lower Costs and Healthier Employees

  From ConsumerMedical, an Alight company

  Recent surveys show that 98% of HR leaders and C-suite decision makers said they plan to offer new and expanded benefits to support their workers in 2022. This eBook offers a proven approach to benefits that will decrease your costs and increase employee engagement, productivity and satisfaction.

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• How to Save Your Clients from the Ghost of Benefits Future

  From ArmadaCare

  'Tis the season for changes to primary medical plans. Download this infographic and learn 4 actionable solutions to help save your clients from the gloom of a new primary plan reality before it's too late.

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• 10 Key Phrases for 2021

  From Transamerica Employee Benefits

  The language you use is important, so make sure you use compelling phrases with your clients to help connect employee benefits and financial wellness.

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• Do Financial Wellness Programs Take A Key Element For Granted?

  From Tend

  Your clients want to have a quality financial wellness program in place, but you must help them ensure no one is left out.

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• 21st Century Care Benefits for When Life Gets Complicated

  From Resolution Reinsurance Intermediaries, LLC

  61% of employers surveyed consider caregiving benefits to be a top priority for their business and employees, yet 22% consider themselves as below average in developing caregiving benefits. Download this info sheet to help your clients remain competitive by offering a care benefit package.

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• Five Tips for Granting Employee Equity Around the World

  From Morgan Stanley at Work

  Learn how your organization can build a flexible global equity plan that grows alongside your business as you expand.

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• Optimize Decision Support Programs Results Through Shared Responsibility

  From ConsumerMedical, an Alight company

  Requiring participation in surgery decision support programs can save your company money and employee satisfaction remains high!

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• Telehealth Buyer's Guide for Brokers

  From MeMD, a part of the Walmart Health family

  Get tips on how to pick the right telehealth partner for your clients and their employees.

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• Use Data to Drive Sustainable Organizational Goals and Build a Better Employee Experience

  From Gallagher

  The 2021 Q4 Gallagher Better Works Insights Report: Building a Better Employee Experience explores strategies to address paid time off, mental health resources and hybrid work environments, as well as trending approaches for more immediate challenges like vaccination mandates and incentives.

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• Why Clients Should Rethink Health Benefits with First-Dollar Coverage

  From Nonstop Administration and Insurance Services, Inc.

  Financial barriers can make proper healthcare difficult to get. Help clients remove barriers for their employees.

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• State of well-being in the workplace: 6 insights

  From Optum

  The changes brought about by the pandemic are here to stay. Find out how to commit to stronger, better health and wellness (H&W) benefits.

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• How Digital Health Can Help Your Clients Tackle High Blood Pressure and Heart Disease

  From Hello Heart

  Discover how your clients can help their workforce take control of their heart health and blood pressure.

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• How Digital Health Can Help Your Employees Tackle High Blood Pressure and Heart Disease

  From Hello Heart

  Discover how you can help your employees take control of their heart health and blood pressure.

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• 3 Benefit Traps to Avoid: A How-To Guide for Brokers

  From ArmadaCare

  As your clients deal with new and old challenges, they need your help to ensure they don’t get stuck in benefits traps.

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• Find the Benefit Sweet Spot for Your Organization

  From ArmadaCare

  The sweet spot is when all factors combine to give you the best results. It’s tough to find when it comes to your healthcare benefits, but with many employees looking for new jobs, it’s essential.

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• Expanding Horizons: The Benefits of Supplemental Insurance

  From FormFire

  Help clients discover how to keep the daunting cost of health care from negatively impacting their employees.

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• Capitalizing on the Great Resignation

  From HealthEquity

  New research reveals five ways to enhance your clients’ benefits lineup and win the war for talent.

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• Boost the Use of Voluntary Benefits

  From Transamerica Employee Benefits

  Download this flowchart to help your employer clients & their employees make the most of their voluntary benefits packages.

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• Building Equity Into Health Plan Design: A Quickstart Guide for Brokers

  From Nonstop Administration and Insurance Services, Inc.

  Download this guide to teach your employer clients how to build equity into their health plans with MERPs, which allow employers to pay for their employees’ qualified medical expenses on a pre-tax basis, and provide cost certainty for employers and reduce or eliminate upfront medical expenses for employees and their families.

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• Finding the Benefit Sweet Spot

  From ArmadaCare

  The sweet spot is when all factors involved combine to give you the best results. It’s tough to find when it comes to healthcare benefits, but with many employees looking for new jobs, it’s more essential than ever.

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• People & Organizational Wellbeing Strategy

  From Gallagher

  Change and social uncertainties create challenges which make employee wellbeing an employer’s greatest asset.

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• The Broker's Guide to Better Benefits: How to Leverage Modern Technology to Deliver More Value for Your Small Business Clients

  From Unum

  Are you overwhelmed with your clients’ benefit enrollments? Download this new guide for tips on how to streamline enrollment processes and get your time back.

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• The Evolving Role of Telehealth Benefits in a Post-COVID World

  From MeMD

  Help your clients meet expectations of today’s workforces while controlling costs and improving productivity.

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• Flexibility is the Future

  From HealthEquity

  Excluding healthcare, “flexible work schedules” ranks #1 in importance among benefit options.

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• Your Conversation Starter Guide for Better Benefits

  From ArmadaCare

  When talking with clients about their business challenges, use these questions to open up communication.

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• 10 HSA Myths, Debunked

  From HealthEquity

  Make sure clients and their employees don’t have misconceptions about HSAs during open enrollment that might hinder adoption.

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• Broker's Playbook: 4 Plays to Exceed Client Expectations

  From ArmadaCare

  Get smart plays and broker-tested tips to ensure you give clients what they want before they want it.

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• A Broker's Guide to 2021 Open Enrollment for Small Groups

  From FormFire

  Discover everything you need to know to prepare for open enrollment this year.

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• 4 Post-Pandemic Pain Points and How to Solve Them

  From ArmadaCare

  Download this essential guide so you can help solve the top four pain points your clients are facing today.

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• Five Strategies To Help People Save More and Take Control of Their Benefits

  From HealthEquity

  Discover proven strategies to make Annual Enrollment 2021 a success.

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• Tips for a Successful Open Enrollment Process

  From FormFire

  Learn how you can make open enrollment easier for your clients and their employees.

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• 6 Strategies to Reduce Benefits Costs in 2022

  From HealthEquity

  Benefits costs continue to rise, but there are proven strategies to help clients take control.

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• Benefit Changes Are Hard. Complementing Benefits Is Easy.

  From ArmadaCare

  Help your clients solve today's workforce problems using complementary benefits.

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• Benefits at Scale: Helping Advisors Create Value

  From HealthEquity

  Explore the role of automation technology in benefits management and how efficiencies can provide greater value.

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• It's Still Possible to Accomplish Yesterday's 100% Medical Plan

  From ArmadaCare

  Use this infographic to show clients how to layer on the right coverage for routine and unexpected medical expenses.

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• The Small Business Digital Benefits Handbook

  From Unum

  Help your clients solve common HR challenges, deliver a better employee experience, and make benefits feel easy.

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• Return to Work 2021: Four Strategies to Empower a Post-Pandemic Hybrid Workplace

  From HealthEquity

  As employers consider their path back to the office, flexibility will be key. Discover how to help employees adapt to a new normal with ease.

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• How to Reimagine the Post-Pandemic Commute

  From HealthEquity

  Learn from the success of one major organization to help transform commuting for your employees.

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• Building Your Benefits Stack

  From ArmadaCare

  As you help clients build a better benefits strategy, flexibility is key.

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• Show Clients the Advantages of a Novel Solution Over a Traditional HRA

  From Nonstop Administration and Insurance Services, Inc.

  Offer a unique option for clients unhappy with traditional high deductible health plan options and looking for better ways to cut costs.

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• HSA for the Long Term

  From HealthEquity

  Discover the latest HSA trends and what employers need to do to boost usage and staying power.

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• Benefit Strategy Savers: A Broker's Guide to Complementary Benefits

  From ArmadaCare

  In a post-pandemic world, workplace needs are being redefined. How can you help clients adapt?

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• Broker Tool: Small Business HR Compliance Guide

  From Unum

  Use this tool to show clients how to comply with changes in regulations and employment law.

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• The Engagement Imperative: Thinking Beyond Employee Education to Maximize HSA Program Success

  From HealthEquity

  When it comes to HSA program success, employee engagement matters more than ever. Discover what it takes to execute like a pro.

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• Define Yourself: What Type of Broker Are You?

  From ArmadaCare

  By understanding your personal consulting style, you can better relate with and serve your clients.

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• How Clients Can Save on Health Insurance & Bring Back Furloughed Employees

  From Nonstop Administration and Insurance Services, Inc.

  Show your clients how they could reduce health insurance premiums by a third and improve benefits -- despite the pandemic.

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• Build a Winning HSA: The Effect of Employer Contribution Matching

  From HealthEquity

  Why employer matching can help boost HSA participation and reduce overall cost.

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• Client Tool: Health Insurance Terminology 101

  From FormFire

  It’s easy for clients and their employees to become confused by the language of health insurance. Use this resource as a powerful educational tool.

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• Healthcare Spending and Saving During COVID-19

  From HealthEquity

  New survey of 1,155 Americans shows people are struggling to manage healthcare, but there are signs of hope.

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• A Compliance Checklist: Understanding Executive Medical Reimbursement

  From ArmadaCare

  Don’t let risks of noncompliance hurt your clients. Get the information you need to avoid serious consequences.

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• The Remote Broker's Guide to Navigating the New Normal

  From FormFire

  As remote work becomes more permanent, don’t just wait for things to go back to the way they used to be -- master the way things are now.

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• Boost Benefits ROI: Five Strategies to Make a Difference for Your Clients' Bottom Line

  From HealthEquity

  Rising costs are putting enormous pressure on benefits professionals. But simple strategies can help you achieve more with less.

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• 5 Ways to Help Employees Feel More in Control of Their Healthcare Decisions

  From HealthEquity

  Discover key insights to share with your clients - including why increased adoption of HSAs and FSAs by employees isn’t enough.

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• Emerging Trends in Employee Benefits

  From ArmadaCare

  Discover how to make benefits packages better in 2021 by addressing what clients and their employees find most important.

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• Benefit Comparison: One Clear Winner

  From ArmadaCare

  There are a wide range of supplemental benefit options available. Show clients what choice makes the most sense.

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• A Path Towards Protection and Growth

  From MassMutual

  Explore these resources from MassMutual to help your clients charter a path towards long-term financial security.

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• Reducing the Stress of a Chronic Illness

  From MassMutual

  Offer employees an additional wellness benefit at no cost to the employer.

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