
Help Clients Personalize Dental and Vision Benefits
Today’s consumers are accustomed to a personalized shopping experience. Brands they buy from frequently reach out to them suggesting products they might like. This can…
September 25, 2024
| 3 min read

Retain Clients With Robust Dental and Vision Benefits Enrollment Support
Dental and vision are among the most widely used benefits. But even the most comprehensive benefits packages don’t deliver if employees don’t understand what benefits…
September 24, 2024
| 4 min read

Why Second-Generation Financial Professionals Chose Their Family Path
If you’ve grown up as the child of a financial professional—whether your parent is a life insurance agent, tax expert, financial planner or all the…
September 23, 2024
| 7 min read

Why Stand-Alone Dental Insurance is a Better Option for Seniors
As seniors start thinking about retirement, many worry about maintaining good health. They can get medical coverage through Medicare and gap insurance but wonder about…
September 20, 2024
| 5 min read

Choosing Dental Insurance vs. Discount Dental
Budget constraints and economic uncertainties are causing your clients to evaluate their benefits options, such as dental coverage for workers. They may have questions about…
September 19, 2024
| 5 min read

6 Ways Producers Can Help Clients Enhance Benefits Communication
Knowing your client’s business and understanding their needs are two critical steps for producers to succeed. Many issues weigh heavy on the minds of business…
September 18, 2024
| 5 min read

How to Support Clients in Staying Invested During Volatile Markets
Over the past century, financial markets have experienced various periods of significant volatility—resulting in both losses and gains for investors. As a financial professional, you…
August 9, 2024
| 8 min read

How to Sell Annuities to Help Grow Your Business
With the wide range of financial products available for your clients today, you may be wondering if annuities make sense to include as part of…
June 3, 2024
| 7 min read