Advisor Technology

Resources

• Employee Retirement Readiness: Workers Push Retirement Into the Distance and Look To Their Employers for Financial Help

  From ADP Retirement Services

  Do you understand what your employees expect from you? Get details on how they feel about retirement.

  Download Resource ›
• How Employers Can Partner with Local Health Systems to Transform their Telehealth Benefit and Drive Savings

  From American Well

  Use this case study to show clients how they can provide employees high-quality, reputable telehealth care.

  Download Resource ›
• What Type of Broker Are You? Take the Quiz

  From ArmadaCare

  When you understand your personal consulting style, you can realize your full potential and better serve clients.

  Download Resource ›
• How Clients of Any Size Can Reduce Costs & Improve Health

  From Activate Healthcare

  Show clients of all sizes why health clinics may be the right choice for them in their efforts to control health costs.

  Download Resource ›
• The Future of Dentistry: Improving America's Oral Health and Wellness

  From The Guardian Life Insurance Company of America

  Help your clients address modern health challenges, deliver value, and stay ahead of the dental health trends transforming benefits with powerful industry insights.

  Download Resource ›
• 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.

  Download Resource ›
• Coverage Gaps with Jack & Jill

  From ArmadaCare

  Different supplemental health options aren’t always easy for clients to understand, but you can use this infographic to help explain which ones best help their employees and bottom line.

  Download Resource ›
• Co-Employment vs. Employee Leasing: The Differences Brokers (and Clients) Should Know

  From Extensis Group

  Don’t let a lack of understanding keep you from tapping into partnerships that could help both your business and that of your small business owner clients.

  Download Resource ›
• Guide to Employment Law: Topics Employers Must Know to Stay Compliant

  From Extensis Group

  Your clients may not know all the new rules and regulations they need to follow when it comes to their employees. Here’s a tool that can help.

  Download Resource ›
• 7 Essentials for Better Dental Insurance

  From The Guardian Life Insurance Company of America

  Many clients resist the idea of changing dental insurance coverage or carriers -- show them how you can help deliver more value to their employees for less money.

  Download Resource ›
• Broker-Only PEO: A Partnership That Can Grow and Protect Your Book

  From Extensis Group

  Learn how this partnership can help you grow and protect your book of business.

  Download Resource ›
• Finding the Benefit Sweet Spot

  From ArmadaCare

  When you hit the ball just right, you connect with the sweet spot. Discover how to do this with your clients’ employee benefits offerings.

  Download Resource ›
• Help Clients' Employees Say Goodbye to Out-of-Pocket Healthcare Expenses

  From ArmadaCare

  Your clients need new tactics to help them combat the continual climb of healthcare expenses. Use this infographic to show them a better way.

  Download Resource ›
• Plan Change Shock Absorber

  From ArmadaCare

  Plan changes are quite common in the employee benefits world, but you can help ease the pain for your clients and their employees.

  Download Resource ›
• Targeted Benefit Boosting Solutions: Why Offering Carve-Out Coverage Remains a Viable Option

  From ArmadaCare

  Help clients solve business problems with carve-out supplemental expense reimbursed insurance. What was once only referred to as “executive medical reimbursement” is still possible today, as long as it is structured correctly.

  Download Resource ›
• The Harsh Realities of HDHPs with HSAs

  From ArmadaCare

  Learn how you can help your clients deal with the ripple effects of this strategy.

  Download Resource ›
• The True Cost of Cutting Healthcare Coverage

  From ArmadaCare

  Get key facts about the true cost of trying to curb health benefit costs - it’s more than meets the eye.

  Download Resource ›

Browse More Resources →