Advisor Technology

Resources

• How to Address the Realities of HDHPs with HSAs

  From ArmadaCare

  This popular strategy can create unforseen ripple effects and your clients (and their employees) need your help to address the problems.

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• The Branch Report: A look at the financial, work, and lifestyle interests of today's hourly workers

  From Branch

  Discover what your employees find truly important so you can better serve them in today’s tight talent market.

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• Financial Wellness Webinar: What It Means for Today's Hourly Workers

  From Branch

  Discover how a focused financial wellness program can benefit both you and your employees.

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• Open Enrollment Survival Guide: Follow the Path to Success

  From HSA Bank

  Lead a successful open enrollment with effective preparation, strategy, and execution.

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• In the game of life

  From ArmadaCare

  Unexpected health changes can cause major bumps on the road of life. Find out how you can help clients and their employees navigate through the hazardous areas.

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• Broker's Playbook: 4 Plays for the Busy Season

  From ArmadaCare

  To get through your busy season, you need proven strategies that help you score with your clients.

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• 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.

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• 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.

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• 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.

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• 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.

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• 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.

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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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• 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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• 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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