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9 phrases that open doors with prospects
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Advisor Sales Strategies
Retirement plan advisors can get help with marketing, prospecting, and sales, as well as motivation and best practices. Tips, problem-solving, and financial industry rules keep your business running smoothly.
Resources
Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download Resource
Edelman Financial Engines
From Edelman Financial Engines
Edelman Financial Engines' new report features data and insights gained from 20 years of helping employees save for retirement through its industry-leading managed account program, exploring historical managed account member characteristics, noteworthy behavioral trends, and tendencies related to their investments.
Download Resource
Health Care Administrators Association (HCAA)
From Health Care Administrators Association (HCAA)
Discover how self-funded health plans and Third Party Administrators (TPAs) can significantly improve healthcare cost management for companies. Explore the advantages that empower employers of all sizes to optimize benefits while effectively controlling expenses.
Download Resource
Redirect Health
From Redirect Health
Navigating health insurance options for your small and medium-sized business (SMB) clients can be challenging. Download this white paper to help your SMB clients navigate legal requirements, plan types, and reach an informed decision.
Download Resource
ArmadaCare
From ArmadaCare
Degrading healthcare coverage to control benefit costs can have huge ripple effects and drive-up costs in other areas. This infographic looks at the many consequences that you and your clients need to know.
Download Resource
Redirect Health
From Redirect Health
This guide provides brokers with essential insights and practical advice on implementing and managing self-funded plans to help employers save on healthcare costs while maintaining high-quality care for employees.
Download Resource
New Benefits
From New Benefits
It’s time to redefine employee benefits by shifting the focus from Return on Investment (ROI) to Return on Wellness (ROW). This guide outlines why prioritizing overall employee well-being results in a multitude of rewards, from increased productivity to reduced healthcare costs.
Download Resource
Corebridge Financial
From Corebridge Financial
This guide outlines 5 effective strategies to engage government employees about their retirement plans through comprehensive education and outreach programs. Download now to start boosting participation, and improving financial wellness..
Download Resource
InComm Benefits
From InComm Benefits
Uncover the truth about HSA myths and recent trends with this survey results infographic based on the 2024 answers of 1500+ employees.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download Resource
ArmadaCare
From ArmadaCare
Unlock the secrets to becoming the go-to advisor for CEOs, CFOs, and HR leaders with our comprehensive Benefit Stakeholder Cheat Sheet. Discover key business goals, pain points, and conversation starters tailored to each stakeholder. Equip yourself with the tools to add value and stand out in a competitive market.
Download Resource
LifeSecure Insurance Company
From LifeSecure Insurance Company
Demand for voluntary health benefits remains strong, but clients don’t want a complicated offering. Discover how to increase worksite sales while simplifying your client’s responsibilities with these actionable tips.
Download Resource
Redirect Health
From Redirect Health
Learn how you can help your small and medium-business clients find comprehensive, sustainable healthcare that doesn’t have double-digit price hikes each year, while supporting your agency’s growth.
Download Resource
ArmadaCare
From ArmadaCare
Learn how Ultimate Health can be used as a powerful tool to open doors, stand out from the competition and solve clients’ top HR challenges related to coverage, retention, recruitment and compensation.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download Resource
ArmadaCare
From ArmadaCare
Consultants: Are you bringing the latest in supplemental coverage to your clients? Take your supplemental health insurance knowledge to the next level with this quick reference guide.
Download Resource
ArmadaCare
From ArmadaCare
Navigating the complexities of executive medical reimbursement plans is crucial for businesses and their advisors. Explore this all-in-one checklist that covers everything you need to know to help your clients reap the business benefits of these plans.
Download Resource
ArmadaCare
From ArmadaCare
Did you recently put a high deductible health plan (HDHP) in place or increase the deductible on an existing plan for any of your clients? Download this infographic to prepare yourself for the realities of HDHPs with HSAs.
Download Resource
ArmadaCare
From ArmadaCare
It’s a new year--and already new benefit trends are emerging. That’s because the workforce is changing. Dive into this guide on 2024's key trends to watch and the impact they can have on benefits.
Download Resource Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download Resource Edelman Financial Engines
From Edelman Financial Engines
Edelman Financial Engines' new report features data and insights gained from 20 years of helping employees save for retirement through its industry-leading managed account program, exploring historical managed account member characteristics, noteworthy behavioral trends, and tendencies related to their investments.
Download Resource Health Care Administrators Association (HCAA)
From Health Care Administrators Association (HCAA)
Discover how self-funded health plans and Third Party Administrators (TPAs) can significantly improve healthcare cost management for companies. Explore the advantages that empower employers of all sizes to optimize benefits while effectively controlling expenses.
Download Resource Redirect Health
From Redirect Health
Navigating health insurance options for your small and medium-sized business (SMB) clients can be challenging. Download this white paper to help your SMB clients navigate legal requirements, plan types, and reach an informed decision.
Download Resource ArmadaCare
From ArmadaCare
Degrading healthcare coverage to control benefit costs can have huge ripple effects and drive-up costs in other areas. This infographic looks at the many consequences that you and your clients need to know.
Download Resource Redirect Health
From Redirect Health
This guide provides brokers with essential insights and practical advice on implementing and managing self-funded plans to help employers save on healthcare costs while maintaining high-quality care for employees.
Download Resource New Benefits
From New Benefits
It’s time to redefine employee benefits by shifting the focus from Return on Investment (ROI) to Return on Wellness (ROW). This guide outlines why prioritizing overall employee well-being results in a multitude of rewards, from increased productivity to reduced healthcare costs.
Download Resource Corebridge Financial
From Corebridge Financial
This guide outlines 5 effective strategies to engage government employees about their retirement plans through comprehensive education and outreach programs. Download now to start boosting participation, and improving financial wellness..
Download Resource InComm Benefits
From InComm Benefits
Uncover the truth about HSA myths and recent trends with this survey results infographic based on the 2024 answers of 1500+ employees.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download Resource ArmadaCare
From ArmadaCare
Unlock the secrets to becoming the go-to advisor for CEOs, CFOs, and HR leaders with our comprehensive Benefit Stakeholder Cheat Sheet. Discover key business goals, pain points, and conversation starters tailored to each stakeholder. Equip yourself with the tools to add value and stand out in a competitive market.
Download Resource LifeSecure Insurance Company
From LifeSecure Insurance Company
Demand for voluntary health benefits remains strong, but clients don’t want a complicated offering. Discover how to increase worksite sales while simplifying your client’s responsibilities with these actionable tips.
Download Resource Redirect Health
From Redirect Health
Learn how you can help your small and medium-business clients find comprehensive, sustainable healthcare that doesn’t have double-digit price hikes each year, while supporting your agency’s growth.
Download Resource ArmadaCare
From ArmadaCare
Learn how Ultimate Health can be used as a powerful tool to open doors, stand out from the competition and solve clients’ top HR challenges related to coverage, retention, recruitment and compensation.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover how other brokers have transformed their approach to winning new business. Learn about a unique solution that combines first-dollar coverage with a Medical Expense Reimbursement Plan (MERP), that eliminates financial barriers to care and reduces claims, including ER claims. It's a win for enrollees, employers and HR departments.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Employee health equity is a key concern among your prospects, even if they don’t acknowledge it directly. This guide demonstrates how you can help your clients deliver more cost-effective and equitable benefits.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download Resource ArmadaCare
From ArmadaCare
Consultants: Are you bringing the latest in supplemental coverage to your clients? Take your supplemental health insurance knowledge to the next level with this quick reference guide.
Download Resource ArmadaCare
From ArmadaCare
Navigating the complexities of executive medical reimbursement plans is crucial for businesses and their advisors. Explore this all-in-one checklist that covers everything you need to know to help your clients reap the business benefits of these plans.
Download Resource ArmadaCare
From ArmadaCare
Did you recently put a high deductible health plan (HDHP) in place or increase the deductible on an existing plan for any of your clients? Download this infographic to prepare yourself for the realities of HDHPs with HSAs.
Download Resource ArmadaCare
From ArmadaCare
It’s a new year--and already new benefit trends are emerging. That’s because the workforce is changing. Dive into this guide on 2024's key trends to watch and the impact they can have on benefits.
Download Resource Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download ResourceBenefitsPRO
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