Benefit advisors know that their heaviest technical season is the fourth quarter of the year. That's because most employers have at least some, if not most, of their benefits tied to a calendar year. As a result, there's very little time for strategic thinking until the dust clears from the enrollment and implementation campaigns.
Since every year begins a new cycle of planning, now is the perfect time for advisors to revisit their strategy. The formula for greatest success is to plan strategically so it's easier to execute flawlessly when the busy season hits. Here are tips for building the right strategy, specifically focusing on voluntary benefits, which has been the greatest growth opportunity for the past several years.
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
- Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Already have an account? Sign In
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.