Benefits Sales Strategies

"Employers deserve advisors who put them first, who challenge the status quo and who push one another to raise the bar for our industry."

The report called the current benefits system a 'massive financial waste' built on broken incentives and obsolete design and said without modernizing the entire process, that investment may be doing more harm than good.

Join Ali Goodwin, Trevor Daer, and Daniel McCauley for their Innovation session, "Benefitting from the BS: Leveraging the Right PBM Strategies" on May 6, 2025, at 3:05 p.m.

"Clients turn to us for guidance during life-changing decisions, and trust is built through empathy and clear communication — qualities that no algorithm can replace."

"The longer I worked in the business, the more I realized how far these misaligned incentives and conflicts went."

More than 1 in 10 American adults is unable to afford or access quality health care, according to the recent West Health-Gallup Healthcare Indices Study.