Benefits Sales Strategies

Clients want more than a broker slinging the same old solutions – they want an advisor who can help them understand where the money is going, and how…

IRS rulings about the taxability of voluntary benefits paid for with pre-tax dollars through a Section 125 plan have always been an issue. But today, the move away from pre-taxing of VB is stronger than ever, led by the large broker houses, consultants, and the good old IRS.

When you don't ask, you are taking the decision out of the other person's hands and making it yourself.

Here are five thoughts on how to become even more valuable to your clients next year, based on some of the communication trends I saw firsthand in 2018.

The phrase "data gathering" and the nature of the questions may worry some employees. The right adviser, however, will work with a team of people who empathize with workers' concerns.

Pramod John, our guest on this episode, is CEO of Vivio Health, which is singularly focused on using outcomes revealed by data and analytics to bend the hockey-stick curve of this spending trend.