Securing the Successful Transition…for employees TOO

Table Stakes

Our value proposition is to align benefits to productivity for an effective return on investment. Too often, quality service, listening, responding to queries are tooted as a service promise or the “difference” on why a customer would work with a particular...
Securing the Successful Transition…for employees TOO

The $100 Hammer

Make no mistake, it is a balancing act for investment when it comes to innovation and productivity. Is new technology—artificial intelligence—the key to answering both of these issues or a means of complicating existing problems. Technology purchase Computer software...
Securing the Successful Transition…for employees TOO

Success in Transitioning

Like many, insurance is not my first career, nor do I anticipate it being my last. When I transitioned into insurance to be the best in class, I made it a point to align my skill set with other’s who would compliment what I do for clients. This is how I came to be...
Securing the Successful Transition…for employees TOO

Benefits…under the “hood”

Working in the field of employee group benefits, you learn a lot about a company, what drives and motivates them simply by reading their benefit booklet. How a company decides (or doesn’t) to align the benefit program with their corporate culture, compensation,...
Securing the Successful Transition…for employees TOO

Succession Planning for Advisors

When considering an exit plan, it is important to remember the journey. The ups and downs. The perseverance and tenacity to be leaders amongst your peers. These stats may resonate: ·      20% of new businesses don’t survive their first year. ·      30% of these will...