Category Archives: Sales Ideas
Pirate-Proof Your Client’s Benefits Plan: How to Keep the Vultures at Bay
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]
Selling Benefits Plans to Family Health Teams
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]
Posted in Custom Plan Design, Employee Benefits, Sales Ideas
Tags:Advisors, benefits plans
Selling Benefits Plans to Veterinarians: Introducing the Veterinarian SelectFlex Benefits Plan
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]
Posted in Custom Plan Design, Employee Benefits, Sales Ideas, SelectFlex
Selling Benefits Plans to Pharmacists and Paramedical Practitioners
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]
Posted in Custom Plan Design, Employee Benefits, Sales Ideas
Selling Benefits Plans to Doctors
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]
Posted in Custom Plan Design, Employee Benefits, Executive Benefits, Sales Ideas
Selling Benefits Plans to Dentists
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]
Posted in Custom Plan Design, Employee Benefits, Executive Benefits, Sales Ideas
Tags:benefits plan, custom plans, HCSA, SelectFlex
Posted in Custom Plan Design, Employee Benefits, Sales Ideas
Tags:benefits plan, employee benefits