Benefits Sales Strategies

Many benefits advisors have been left with a feeling of uncertainty after the passing of the Health Care Reform bill and the recent midterm elections.

A growing number of successful advisors use "client segmentation strategies" in which communications and services are matched to personal life stages, attitudes or objectives. For ...

Imagine a client who has worked hard for 40-50 years to finally reach a point that represents the finish line of financial independence. Even after ...

HR managers were asked: What do you expect to be your biggest challenge in the next six months?

Lie, cheat, and steal your way to more business by reframing how you look at situations and people.

A referral event is a very overt way of getting your clients to introduce you to others who might be interested in the work you do.