Benefits Sales Strategies

The latest strategies, trends, and tips to help benefits advisors provide the best solutions for their employer clients and run a successful practice.

Commentary

Advisors’ advice: How to survive working from home

Ginger Szala |

How are your peers handling the recent in-home adjustments and market volatility? Here are some ideas to use for your own business.
Commentary

8 ways sales professionals can use their time wisely while remote working

Bryce Sanders |

Consider the time you are spending working from home as a gift. And take a look at these suggestions for how to use it.
News

Some Americans could hit snags getting stimulus cash, planner says

Janet Levaux |

Jeff Levine of Kitces.com and Buckingham Wealth breaks down the details of how direct payments and RMD waivers work in the stimulus bill.

Best Practices

What the C-suite wishes brokers knew

Alan Goforth |

A company's top executives are also increasingly taking more of a hands-on role with their most valuable asset—their employees.
7 solutions to sales problems caused by COVID-19 social distancing

Marlene Satter |

If social distancing is getting to you and the itch to meet with clients or potential clients is growing stronger, here are other strategies to try.
Commentary

Advisors' advice: In this market, what's a retiree to do?

Bernice Napach |

6 advisors and how they're helping pre-retirees and retirees meet their income needs.
What is stress? And how can we cope? – with Lynn Jonen, PhD

David Saltzman |

This episode of The ShiftShapers Podcast is called “What is stress and how can we cope? – with Lynn Jonen, Ph.D.” Host and Chief Transformation…
The Families First Coronavirus Response Act: What employers should know

Lorena E. Ahumada and John Schapiro |

The following outlines the The Families First Coronavirus Response Act's provisions specific to employers:
Commentary

10 ways to crack a professional organization

Bryce Sanders |

Here are 10 opportunities -- bear in mind, this will take some effort on your part, but it could prove fruitful.
Reading the regulatory tea leaves, part 2 – with Jessica Waltman

David Saltzman |

David Saltzman and Jessica discuss transparency changes on the regulatory front and how these changes can affect you and your clients.

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Resources

Impact of Employee Health on Business Success: Analysis and Recommendations

From Transamerica Employee Benefits

For organizations to have overall success, they need healthy employees. Get key insights that will help you guide clients to better outcomes.

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Client Tool: Closing Coverage Gaps with Jack & Jill

From ArmadaCare

You need an easy-to-understand tool to show clients how coverage gaps could impact their employees and how they can offer much-needed bridges.

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Discover How Workforces Can Overcome Depression and Pain

From Hinge Health

Learn how companies are addressing high MSK spend while giving their members access to at-home digital care for behavioral health and chronic pain.

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Embracing Mental Health Discussions in the Workplace

From Teladoc Health

Elevating mental wellness in the workplace improves employee health and satisfaction. Use this guide to teach your clients how to have these delicate conversations.

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HCM at a Glance: What It Means & How It Helps Small- and Medium-sized Companies Too

From Allintus

This new strategy is not just for large companies. Help your clients understand how HCM can help them.

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4 Hot Benefit Trends for 2020

From ArmadaCare

Tailoring benefits for individual needs is more important than ever. But do you know what else you and your clients need to keep your eyes on in the new decade?

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How Employers Can Save on Medical Claims & Help Workers in Pain

From Hinge Health

Discover how digital health care options can help employers provide better assistance to employees and protect their bottom line.

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How to Address the Realities of HDHPs with HSAs

From ArmadaCare

This popular strategy can create unforseen ripple effects and your clients (and their employees) need your help to address the problems.

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The Branch Report: A look at the financial, work, and lifestyle interests of today's hourly workers

From Branch

Discover what your employees find truly important so you can better serve them in today’s tight talent market.

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Financial Wellness Webinar: What It Means for Today's Hourly Workers

From Branch

Discover how a focused financial wellness program can benefit both you and your employees.

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In the game of life

From ArmadaCare

Unexpected health changes can cause major bumps on the road of life. Find out how you can help clients and their employees navigate through the hazardous areas.

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Broker's Playbook: 4 Plays for the Busy Season

From ArmadaCare

To get through your busy season, you need proven strategies that help you score with your clients.

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3 Business Problems You Can Solve With Carve-Out Coverage

From ArmadaCare

As employers look for ways to control benefits costs without passing on the expenses to employees, you can provide them with a fresh approach.

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