by Mike Ignatz | Aug 18, 2015 | Custom Plan Design, Employee Benefits, Executive Benefits, One Person Plans
“Do you provide benefits plans for just one person?” is a question advisors regularly relay to us, and they are usually surprised by the answer. Indeed you can! It is an under-served market and can be quite lucrative. For many advisors however, the real value of these...
by Karen Taylor Smith | Jul 2, 2015 | Employee Benefits, Flexible Benefits, Healthcare Spending Accounts
A healthcare spending account (HCSA) is a benefits solution that can be used either as a complement to a core health and dental plan, or as a standalone option. What Is It? Essentially, an HCSA is a pool of money available to employees and their families, which an...
by Robert J. Crowder CLU, GBA | May 14, 2015 | Employee Benefits, Flexible Benefits, Healthcare Spending Accounts
Are you considering a healthcare spending account (HCSA) for your business? Or maybe you already have one but you’re not sure about some of the finer details? Several key details of HCSAs are often overlooked – but knowing the ins and outs of an HCSA will help you...
by Mike Ignatz | Apr 6, 2015 | Custom Plan Design, Employee Benefits, Sales Ideas
Do you stay up late at night worrying about other advisors scooping up your business? Are your nightmares haunted by middle-aged financial advisors with five group clients snagging your clients because they achieved the impossible and found an insurer to buy the...
by Mike Ignatz | Apr 2, 2015 | Employee Benefits, Events
Happy National Employee Benefits Day from everyone at The Benefits Trust! National Employee Benefits Day is an appreciation event organized by the International Foundation of Employee Benefit Plans (IFEBP). The foundation is dedicated to promoting benefits plan...