Customized Plan Design Ideas: Groups Within the Group (1.0 CE Credit)

When every broker offers the same cookie-cutter benefits plan, what’s stopping your clients from switching to the cheapest option?

Custom plan design is the key to standing out and retaining clients by offering something unique that aligns with their business goals and workforce needs. Whether it’s executive coverage, seasonal employee options, or tiered benefits by division, this session will explore creative ways to build plans with the group in mind.

In this Zoomcast, we dive into:

• How to design benefits for executive teams that reflect their value to the company.
• Creative coverage for seasonal and part-time employees.
• Custom plan structures for multi-division or multi-location groups.
• How to use plan design to boost retention and reduce commoditization.
• Q&A to walk through real-life customization scenarios.

This session is presented by The Benefits Trust, enabling advisors to offer flexible, tailored solutions that help clients stay loyal and engaged.