Zoomcasts

To hit next year’s goals, your clients need a plan, and that starts with the benefits strategy you put in place right now. This Zoomcast is built for advisors who want to set the pace for the year ahead by aligning benefits planning with business priorities. We’ll walk through a forward-thinking framework to help you […]

Want to know what separates a successful Benefits Advisor from an average one? Join us for this special 90-minute interactive Zoomcast, where you will have the opportunity to learn from the best in the business. In this Zoomcast, you’ll gain insights on: How top advisors are approaching 2026 planning conversations What's changing in client expectations—and […]

Every advisor has faced the “everything’s fine” client response, but what’s really going on underneath? This session explores how a single, well-timed question can change the course of a benefits conversation: What’s the hurt? When used correctly, this question helps uncover the real pain points or hidden issues that influence decision-making but rarely surface in […]

Every advisor has faced the “everything’s fine” client response, but what’s really going on underneath? This session explores how a single, well-timed question can change the course of a benefits conversation: What’s the hurt? When used correctly, this question helps uncover the real pain points or hidden issues that influence decision-making but rarely surface in […]

Every advisor has faced the “everything’s fine” client response, but what’s really going on underneath? This session explores how a single, well-timed question can change the course of a benefits […]

Executive benefits can’t be one-size-fits-all, but too often, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. Featuring guest […]

Executive benefits can’t be one-size-fits-all, but too often, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. Featuring guest […]

Executive benefits can’t be one-size-fits-all, but too often, that’s exactly how they’re sold. This session explores the gap between what executives actually want and what most advisors recommend. Featuring guest expert Alan from Medcam, we’ll dive into the real opportunities that come from customizing executive coverage to deliver meaningful value and retention. We’ll cover: ● […]

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 […]

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 […]