Some of your baby boomer clients may be behind in saving for retirement, but here are tips from Ken Waineo, senior director of business development and operations, retirement plans, Pacific Northwest region, for The Standard, to help them as their retirement dates draw near. Read the Employee Benefit Adviser article, “How to Help Baby Boomers Add to Their Retirement Savings” (accessed Dec. 19, 2016).
In the Media
Kevin McNamara, senior enrollment strategist for employee benefits at The Standard, reflects on how voluntary sales have increased throughout the past year and provides five trends that brokers may see when selling voluntary products in 2017. Read his Employee Benefit Adviser article, “The Year in Voluntary Benefits: Products See Popularity Surge” (accessed Dec. 14, 2016).
Making sure your clients' employees know about the wellness resources available to them — including mental health assistance — are key aspects of a wellness program, says Jeff Smith, practice consultant for the Workplace PossibilitiesSM program at The Standard. Read his Employee Benefit Adviser article, “The Year in Wellness: Workplace Wellbeing Shifts From Physical Focus to Mental, Financial Stability” (accessed Dec. 14, 2016).
Getting into the executive boardroom can be the hardest part of the sale for individual disability insurance, but having persistence can be worth it, according to Steve Brady, national accounts director for IDI at The Standard. Read his InsuranceNewsNet article, “How DI Can Be the Key to the Executive Boardroom” (accessed Dec. 14, 2016).
Truly knowing a client's financial goals is key to finding the best annuity option and avoiding any potential surrender charges, says Chris Conklin, vice president of individual annuities at The Standard. Read his LifeHealthPro article, “Two Questions Help Clients Avoid Annuity Surrender Charges” (accessed Dec. 8, 2016).
“Producers shouldn't feel timid about bringing up IDI,” says Doug Waters, 2nd vice president of individual disability insurance sales for The Standard. Listen to his insights and tips before your next sale in this I Love DI podcast (accessed Dec. 7, 2016).
Make simple ergonomic adjustments in the workplace to build a healthier and more productive team, says Jeff Smith, practice consultant with The Standard's Workplace PossibilitiesSM program. Read his Employee Benefit Adviser article, “Ergonomics Setting the Tone for Wellness Success” (accessed Dec. 1, 2016).
Employers should work with injured or ill employees to find the appropriate accommodations to keep them at work and productive. Jeff Smith, Workplace PossibilitiesSM practice consultant for The Standard, offers multiple solutions for brokers to use with their clients to help employees with injuries or chronic conditions thrive at work. Read his Employee Benefit Adviser article, “When an Employee Faces a Disability Leave, What's the Adviser's Role?” (accessed Nov. 17, 2016)
Looking for ways to increase your IDI sales? Simplified underwriting programs could be the ticket. Sue Schweitzer, senior director of individual disability insurance underwriting at The Standard, shares three commonly overlooked benefits of simplified underwriting programs that can help you and your clients. Read the Health Insurance Underwriter article, “Three Benefits of Simplified Underwriting Programs” (accessed Nov. 16, 2016).
Are your clients proactively addressing mental health situations in the workplace? Show clients how benefits offered by their disability carrier can help improve their workplace accommodations plans. Read advice from Brian Kost, senior director of the Workplace PossibilitiesSM program at The Standard, in the Risk & Insurance article, “Distress Signals” (accessed Nov. 3, 2016).