Advisor Technology

Resources

• 10 Things to Eliminate from Your Group Insurance Vocabulary (and What to Say Instead)

  From Assurity Life Insurance Company

  You know how this industry works, but your clients may not. Remove these 10 terms from your vocabulary to reassure clients.

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• 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.

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• 2019 HSA Bank Health & Wealth Index Report

  From HSA Bank

  Get actionable insights about consumer health and wealth engagement so you can tailor your offerings to what your clients and their employees want.

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• 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.

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• 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.

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• 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.

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• Why Voluntary Benefits Mean More Than You Think

  From Assurity Life Insurance Company

  Help clients understand three reasons why voluntary benefits are no longer optional.

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• The Harsh Realities of HDHPs with HSAs

  From ArmadaCare

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

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• 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.

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• Conversation-starters to Help Introduce Voluntary Benefits to Employers

  From Assurity Life Insurance Company

  Learning how to bring up voluntary benefits with clients the right way can open the door for many new opportunities.

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• 9 Reasons Why Your Clients Should Offer Voluntary Benefits

  From Assurity Life Insurance Company

  Help clients understand how offering their employees voluntary options enriches their organization and brings in better talent.

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• Social Media Playbook: 10 Best Practices for Brokers

  From Assurity Life Insurance Company

  Find out how to use social media as an effective professional tool to promote yourself and your business.

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• 3 Truths and a Lie About Voluntary Benefits

  From Assurity Life Insurance Company

  Find out why worksite brokers with the right carriers will sell more in 2019 and how you can capitalize on this trend.

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• Broker Checklist: How to Choose the Right Insurance Carrier

  From Assurity Life Insurance Company

  You may not be looking for a new partner right now, but you can use this checklist to ensure you’re with the right partner.

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• Broker Tool: Why Critical Illness Insurance?

  From Assurity Life Insurance Company

  Help your clients and their employees understand the difference critical illness insurance can make when these types of illnesses happen.

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• 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.

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• A Broker's Essential Guide to Supplemental Health Insurance

  From ArmadaCare

  Get a crash course and find the terms you need along with the background on why you need them. With more knowledge, you can help clients find the right type of solutions to meet their needs.

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• Executive Health Plans Still Remain a Viable Option -- Here's Why

  From ArmadaCare

  Understand how executive medical reimbursement plans are still possible and powerful in a post-ACA landscape.

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