Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at email@example.com.
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.
Click here for a client-facing email template.