Association Plans for 2020 and Beyond (1:03:21)
Establishing a successful association plan can be a financially rewarding experience. Once set up, they provide warm leads and a captive and more engaged group of prospects. However, many plans have also ended in failure. This webinar will discuss how to identify, build, and nurture an association plan to increase your chance of succeeding.
Grow Your Benefits Business (1:17:42)
If you’re interested in growing your benefits business, this webinar is for you. We’ll discuss how to set your goals and break down the often overwhelming process of how to stay on track to reach those goals. Participants will gain three valuable tools to help you achieve success.
Negotiate Renewals with Authority (58:12)
The renewal report is a critical annual milestone that can trigger questions and concerns from clients. Advisors must be able to explain the factors in a renewal report and assess if the renewal is based on acceptable assumptions.
David vs. Goliath Insurance Broker Version (54:25)
The benefits advisory business is experience a wave of consolidation, creating large corporate organizations with more business development resources, pricing power, and technology. How do independent brokers compete and thrive in the face of larger, aggressive competitors?
The Smart Business Owner Benefits Plan (57:17)
Small Business owners often think they’re too small to qualify for employee benefits and Advisors struggle to find an appropriate and flexible plan that truly takes the needs of the business owner(s) into account.
How to Create an Administrator Checklist (1:00:51)
An Administrator Checklist is a living document that can positively transform the client-advisor dynamic. Not only does it make you look more professional, it helps create more meaningful conversations with clients, reduces your liability, and separates you from the competition.
How Technology is Transforming Work and Benefits (1:03:55)
How is the emergence of insurtech (insurance technology) impacting benefits, risk products and healthcare? What can advisors do to adapt and prepare for this changing landscape?
Understanding Health Care Spending Accounts (48:03)
Come to this session to understand the new buzz about Health Care Spending Accounts (HCSAs), and why so many progressive employers are including them in their benefit plans.
Adding Value before Commission Disclosure Rules Apply (58:05)
Shortly, CLHIA rules will force all insurance advisors to disclose their commissions. While transparency will be good for clients, are you ready to explain what you do to earn your commissions?
Knowing When to Go ASO and When Not to Go ASO (59:04)
There are situations where choosing an ASO plan for a client makes sense, and there are situations when it doesn’t. Do you know the difference?
Risk Mitigation in Benefits Plan Design (1:00:39)
Business owners are looking to their advisors for answers on how to control rising employee benefit plan premiums. When the annual renewals arrive, how do you explain the premium increases of 10%, 20%, or more? And do you have options to control it?
Simplifying Group Benefits with Budgeted ASO (53:24)
Building on a foundation of ASO basics, this session is designed to illustrate the advantages of budgeted ASO for advisors and their clients through case studies.
Delivering the One Life Case Profitably (51:57)
How often are you asked “Can I have a benefits plan for one person?” This session illustrates how to deliver the best solution for your client so you can answer “Yes!” to this question.
Answers to Common Benefits Problems: Adding Value (1:00:37)
Adding value for clients and plan members is an important element of your success. But what’s the best way to add value?
Answers to Common Benefits Problems: Pricing Pandemonium (51:59)
How do you deal with pricing fluctuations in the benefits plan marketplace? And how can you help your clients when pricing changes?
Answers to Common Benefits Problems: Plan Design (53:52)
If you offer clients the same old plans as everyone else, what’s to stop them from jumping ship when something cheaper comes along? With a custom plan design, you’ll give your clients something they can’t get anywhere else.
The Numbers Behind ASO
Simplifying Group Benefits with Budgeted ASO (45:48)
This session is designed to illustrate the advantages of budgeted ASO for advisors and their clients through case studies.
TBT 101 – Learn About ASO & TPAs (24:25)
Designed to give professional advisors a solid grounding in ASO Solutions and the comprehensive suite of products and services offered by The Benefits Trust, this seminar is ideal for advisors looking to gain a solid overview of TPAs, ASO Plans and how to win more business by differentiating against traditional plan offerings.
TBT 201 – A Deeper Dive into ASO Plan Design (34:21)
This session is perfect for advisors who are looking for more in-depth information about ASO plan design and client retention strategies.
Finally, a flexible solution for groups of 3 or more. This seminar introduces and explains the SelectFlex Benefits plan offered by The Benefits Trust. SelectFlex is designed to give professional advisors an alternative to Chamber Plans and other off-the-shelf small group plans that do not provide sufficient flexibility for their small group clients