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When I take on a new client, I start by telling them how the relationship works — and how it doesn’t work. In other words, I’m a big believer in laying down ground rules: What I expect from them as a partner, and what they can expect from me in return.

Recently, a top health adviser partner with whom I do a lot of business in the enhanced benefits space referred me to a broker friend of his who was looking to bring in more “voluntary” revenue.

BenefitsPRO Broker Expo 2020Event

The premier educational and networking event for employee benefits brokers and agents.

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BenefitsPRO Broker Expo 2020Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information
 

BenefitsPRO Broker Expo 2020Event

The premier educational and networking event for employee benefits brokers and agents.

Get More Information
 

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