• ChatTBT – May 7: Smart Business Owner Benefits Plan (Part 1)

    Hosted by Jordan Bulhoes Mark your calendar for an enriching experience with other professional advisors. In the fast-evolving world of advising, staying ahead means continuously adapting and learning. That’s why we’re excited to introduce ChatTBT, an open, dynamic forum where you can connect with peers, explore new strategies, and bring your pressing questions directly to […]

  • ChatTBT – June 4: Smart Business Owner Benefits Plan (Part 2)

    Hosted by Robert W. Crowder Mark your calendar for an enriching experience with other professional advisors. In the fast-evolving world of advising, staying ahead means continuously adapting and learning. That’s why we’re excited to introduce ChatTBT, an open, dynamic forum where you can connect with peers, explore new strategies, and bring your pressing questions directly […]

  • ChatTBT – Bridging the Gap in Traditional Benefits with Selectflex

    Mark your calendar for an enriching experience with other professional advisors. In a benefits landscape often dominated by rigid, one-size-fits-all plans, Selectflex offers a much-needed alternative. This customizable solution helps employers bridge the gap between traditional group coverage and flexible self-funded options. This September, join ChatTBT to explore how Selectflex enables you to deliver cost-effective, […]

  • ChatTBT – Stop Loss and Pre-Existing Conditions

    Mark your calendar for an enriching experience with other professional advisors. Stop loss protection and pre-existing condition limitations are often misunderstood parts of benefits planning. Yet, they play a critical role in helping employers manage risk and protect their budgets. In October’s ChatTBT, we’ll walk through the essentials of stop loss coverage and pre-ex, and […]

  • ChatTBT – November 4

    Stay tuned for more details... Why Attend ChatTBT? Connect and Share: Engage with advisors from diverse backgrounds, fostering a community of learning and collaboration. Expert Insights: Bring your questions and get answers directly from The Benefits Trust team. Learn from Peers: Gain new perspectives from shared experiences and strategies.

  • ChatTBT – December 3

    Stay tuned for more details... Why Attend ChatTBT? Connect and Share: Engage with advisors from diverse backgrounds, fostering a community of learning and collaboration. Expert Insights: Bring your questions and get answers directly from The Benefits Trust team. Learn from Peers: Gain new perspectives from shared experiences and strategies.

  • ChatTBT – February 4

    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 […]

  • ChatTBT – March 4

    Mark your calendar for an engaging ChatTBT session designed for today’s benefits advisors. One of the largest risks to benefit plans for small, mid, and large-sized businesses is high-cost medications. Exposing a benefit plan to high-cost medications leads to major pricing increases in health and stop loss premiums, compromising the long term stability and sustainability […]