Success in Transitioning

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...
Success in Transitioning

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,...
Success in Transitioning

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...
Success in Transitioning

The “Ah-Ha” moments

Benefit Plan administrators know it is not uncommon to request the benefit plan enrolment information from employees, only to be declined or delayed in getting the expected paperwork or on-line enrolment completed. Employees will refuse coverage, often stating they...
Success in Transitioning

Expectations on Fraud

Attending an understanding of benefit fraud to work toward recognition and prevention, offered through Sun Life Financial, the speaker used an apt example to explain how fraud happens. During the annual parade of costumed children on Halloween, many households now use...
Success in Transitioning

Understanding the “J’ Curve in Benefits

There is a fascination with the “hockey-stick” notion of being innovative and implementing change in business. However, the economic notion of the “J curve” is more the reality and never more so than when implementing a benefit program for staff. The Hockey-Stick...