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Category:
Client Meetings & Client Service Calendar, Working/Accumulation

Employer Benefits Review

What Issues Should I Consider With My Employer-Provided Benefits?

Electing benefits can be a daunting task, and it’s difficult to know which benefits best suit your client’s needs.

With your guidance, clients will be able to ask the right questions for determining which benefit elections are appropriate for their unique situation. Get a step ahead, and be prepared to provide thoughtful answers to your client’s many questions.

This checklist covers the key issues to consider when a client must make a decision surrounding their employer-provided benefits.

  • Employer-sponsored retirement plans
  • Medical insurance, life insurance, and disability insurance
  • Coordinating employer benefits with savings, fund-sourcing, and tax planning needs
  • Impact on their overall financial plan

 

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Related Guides
Health And Life Insurance Policy Issues
Category: Insurance Planning, Client Meetings & Client Service Calendar
Medicare Open Enrollment Decisions
Category: Insurance Planning, Client Meetings & Client Service Calendar, Retirement/Decumulation

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