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Broker Innovation Lab

3 steps to cross-sell voluntary benefits

Why aren’t brokers cross-selling these benefits? It comes down to a lack of understanding and a fear of voluntary.

By Nash Skiles | Updated on May 25, 2018
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Eric was a broker of one of our clients who told us he “really didn’t get involved” with offering voluntary benefits. We’re used to hearing this common response, but it makes us wonder why so many brokers aren’t cross-selling these benefits?

It makes a lot of sense to do so, especially when:

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