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  • Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)

    Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. This session explores how focusing on associations can help advisors build a more consistent pipeline, differentiate their offering, and position themselves as specialists rather than generalists. We’ll break down how association-based strategies create long-term value […]

  • Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)

    Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. This session explores how focusing on associations can help advisors build a more consistent pipeline, differentiate their offering, and position themselves as specialists rather than generalists. We’ll break down how association-based strategies create long-term value […]

  • ChatTBT – May 13

    Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. Service challenges are becoming one of the biggest pain points in the industry. Slow responses, lack of follow-through, and poor support can strain advisor client relationships and put retention at risk. In this ChatTBT 101 session, we will walk through the fundamentals […]

  • Association Plans: The Untapped Opportunity for Benefits Advisors (1.0 CE Credit)

    Most advisors overlook association plans or treat them as a side offering. That leaves a significant opportunity on the table. This session explores how focusing on associations can help advisors build a more consistent pipeline, differentiate their offering, and position themselves as specialists rather than generalists. We’ll break down how association-based strategies create long-term value […]

  • ChatTBT – June 3

    Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. Service challenges are becoming one of the biggest pain points in the industry. Slow responses, lack of follow-through, and poor support can strain advisor client relationships and put retention at risk. In this ChatTBT 101 session, we will walk through the fundamentals […]

  • Sales Cycle from Start to Finish

    What does a strong benefits sale look like, from first contact to signed agreement? In this live discussion, two experienced advisors will walk through their full sales cycle, offering candid insights into what works, what stalls, and what gets results. We’ll explore real conversations, decision points, and tactics you can apply in your own practice. […]

  • Sales Cycle from Start to Finish

    What does a strong benefits sale look like, from first contact to signed agreement? In this live discussion, two experienced advisors will walk through their full sales cycle, offering candid […]

  • Sales Cycle from Start to Finish

    What does a strong benefits sale look like, from first contact to signed agreement? In this live discussion, two experienced advisors will walk through their full sales cycle, offering candid […]

  • ChatTBT – July 1

    Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. Service challenges are becoming one of the biggest pain points in the industry. Slow responses, lack of follow-through, and poor support can strain advisor client relationships and put retention at risk. In this ChatTBT 101 session, we will walk through the fundamentals […]

  • Administrative Services Only (ASO) vs. Traditional Insured Group Benefits Solutions

    Benefits Branding

    Your benefits brand is more than your logo or tagline, but it’s how clients perceive your value before you ever say a word. In a market where many advisors sound the same, your ability to clearly position yourself is what sets you apart. This summer session is designed to help advisors build a benefits brand […]