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Small business owners know attracting and retaining employees is challenging, but benefits can make a difference. In fact, the Lincoln Financial 2024 Small Business Owner survey found that 80% of employers agree that competitive benefits are a top priority. Broker consultants and advisors are uniquely positioned to help their smaller clients create and leverage benefits packages that can help win the battle for talent.

By joining this free webcast, broker consultants and advisors will learn:

• How changing workforce values – including millennials and Gen Z – affect the competition for talent
• Why voluntary benefits help attract and retain talent in a tight market
• Why benefits education and financial wellness programs foster employee well-being and productivity
• Advantages of using a single-source benefits provider to simplify plan administration and deliver a holistic employee experience

Featured Speakers:

Kelli Evans | Vice President, Group Protection Sales | Lincoln Financial

Kelli serves as vice president, Group Protection Sales for dental, vision, and supplemental health, at Lincoln Financial, where she focuses on expanding growth for voluntary benefits.

With over 35 years of experience, Kelli provides strategic guidance to help Lincoln foster sales and accomplish business goals for supplemental health, dental, and vision products. She offers innovative insights and supports the ongoing enhancement of our relationships with broker partners and consultants. In her previous role before rejoining Lincoln, she executed sales strategy and key growth initiatives for regional and small markets and has proven to be an adept leader throughout her career at driving regional growth through the strong relationships she’s built.

Kelli resides in Texas with her husband. She has four grown children and she enjoys time with family and traveling.

Whitney Helm | Vice President, Group Protection Product| Lincoln Financial

Whitney serves as vice president, Group Product and Network for dental, vision, and supplemental health products, at Lincoln Financial, where she focuses on product development, diversification of the portfolio, lifecycle product management, and network growth strategies.

With over 15 years of insurance experience, she’s driven innovative and transformative growth by identifying new opportunities through the lens of the consumer. Before joining Lincoln, she was responsible for marketing and customer acquisition strategies, life product development, value-add programs, and development of innovation pipelines.

She was also accountable for go-to-market, product strategy, and market positioning for all individual distribution channels, including affinity, broker, direct to consumer, retiree exchange, and marketplace. Whitney earned her bachelor’s degree from Central Connecticut State University School of Business, and she’s based in Bozrah, Connecticut, where she resides with her husband and three children.

Register Now

Can't attend? Register to view the on-demand webcast.

Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations. Benefits Pro and ALM are not affiliates of Lincoln Financial.

For plan sponsor and financial professional use only. Not for use with the public.

LCN-7244641-103024