Category Archives: Sales Ideas

Pirate-Proof Your Client’s Benefits Plan: How to Keep the Vultures at Bay

Jack Sparrow
Posted on April 6th, 2015 by Mike Ignatz

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 business, or their kids both play for the (…) [Read Full Article]

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Selling Benefits Plans to Family Health Teams

Family Benefits

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 opportunity for benefits plan advisors to offer customized plans to this largely (…) [Read Full Article]

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Selling Benefits Plans to Veterinarians: Introducing the Veterinarian SelectFlex Benefits Plan

Vet SelectFlex
Posted on October 17th, 2014 by Karen Taylor Smith

This is our fourth blog post in our on-going series about selling 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 opportunity for benefits plan advisors to offer customized plans to this largely untapped (…) [Read Full Article]

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Selling Benefits Plans to Pharmacists and Paramedical Practitioners

Pharmacy Benefits
Posted on August 14th, 2014 by Karen Taylor Smith

This is our third blog post in our on-going series about selling 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 opportunity for benefits plan advisors to offer customized plans to this largely untapped (…) [Read Full Article]

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Selling Benefits Plans to Doctors

sellingbenefitstodoctors
Posted on June 13th, 2014 by Mike Ignatz

Welcome to the second installment in our series about selling 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 opportunity for benefits plan advisors to offer customized plans to this largely untapped market. As (…) [Read Full Article]

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Selling Benefits Plans to Dentists

SelectFlex Benefit Plans for Dentists (2)
Posted on May 22nd, 2014 by Mike Ignatz

This is the first in our upcoming series about selling to healthcare professionals. Healthcare professionals may believe group benefits are not necessary for their employees, as they have access to certain services free or at-cost. Standard packaged plans may be of little perceived value as a result. There is a (…) [Read Full Article]

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