by Robert J. Crowder CLU, GBA | Feb 23, 2018 | Benefits Costs, Custom Plan Design
Groups such as religious organizations, not-for-profits, and charities often have specific needs for their healthcare plans that conventional off-the-shelf plans cannot accommodate. Benefits plan advisors have a great opportunity to offer customized benefits to this...
by Mike Ignatz | Jul 28, 2017 | Custom Plan Design, TBT Services
The group benefits industry is evolving to meet the customer’s demand for computer-driven convenience. Client expectations have risen, and many clients – especially the younger demographic – want to be able to access the information they need immediately. Preferably,...
by Mike Ignatz | Sep 16, 2015 | Custom Plan Design, Employee Benefits, One Person Plans
In our last post on this topic, we discussed which benefits plans are best for business owner-operators, sole proprietors, and incorporated individuals who want a benefits plan for themselves. However, a one-person benefits plan may be needed when the business owner...
by Mike Ignatz | Aug 18, 2015 | Custom Plan Design, Employee Benefits, Executive Benefits, One Person Plans
“Do you provide benefits plans for just one person?” is a question advisors regularly relay to us, and they are usually surprised by the answer. Indeed you can! It is an under-served market and can be quite lucrative. For many advisors however, the real value of these...
by Mike Ignatz | Apr 6, 2015 | Custom Plan Design, Employee Benefits, Sales Ideas
Do you stay up late at night worrying about other advisors scooping up your business? Are your nightmares haunted by middle-aged financial advisors with five group clients snagging your clients because they achieved the impossible and found an insurer to buy the...
by Karen Taylor Smith | Dec 10, 2014 | Custom Plan Design, Employee Benefits, Sales Ideas
This is the last in our blog series about effectively selling benefits plans to healthcare professionals. Healthcare professionals have specific needs for their healthcare plans – needs that conventional off-the-shelf plans typically cannot meet. There is a great...