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General, Working / Accumulation Phase, Life Events

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.

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What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
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As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
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What Issues Should I Consider Before The End Of The Year?
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What Issues Should I Consider Before I Update My Estate Plan?
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What Issues Should I Consider When Reviewing My Investments?
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Should I Change My Medicare Coverage During Open Enrollment?
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Category: General
What Issues Should I Consider When Reviewing My Estate Planning Documents?
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What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider When Reviewing My RMD?
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What Issues Should I Consider When Reviewing My Beneficiaries?
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Internal Client Service Calendar
Category: General
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Documents Do I Need To Collect For Filing My 2023 Tax Return?
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What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?
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