How can you balance technology and tailored solutions when having the conversation about retirement planning? Ken Waineo, senior director of business development for Retirement Plan Sales at The Standard, highlights managed services.
In the Media
Behavioral health symptoms can escalate to impact performance, but how can employers spot these symptoms ahead of time? Dan Jolivet, Workplace PossibilitiesSM practice consultant at The Standard, and Terri Rhodes, CEO for the Disability Management Employer Coalition, explain.
Get clients thinking about their long-term goals and how annuities can help meet them. Read the Advisor Today article by Chris Conklin, vice president of individual annuities at The Standard.
Jill Frohardt, second vice president of Individual Disability Insurance sales at The Standard, highlights ways to talk about IDI to the three most prominent generations currently in the workforce: baby boomers, Gen Xers and millennials. Understand your clients' generational values and milestones in your discussions about income protection and the need for disability insurance.
Chris Conklin, vice president of individual annuities at The Standard, highlights the variety of new annuity options as ways to meet clients' financial goals. Chris suggests focusing on options that are easy to understand, use of well-known indices and flexible surrender charge periods when considering solutions for clients.
While ringing in the new year, Jeff Smith, Workplace PossibilitiesSM practice consultant at The Standard, advises HR professionals to use their disability carriers as a resource for ADAAA compliance and accommodations, and to consider how a consultant can offer employees a neutral third-party perspective when seeking support in the workplace.
Dr. Dan Jolivet, Workplace PossibilitiesSM practice consultant at The Standard, and Terri Rhodes, CEO of Disability Management Employer Coalition (DMEC), highlight ways to bring organizations into 2019 with improvements to their disability management practices, especially when addressing behavioral health conditions in the workplace.
Rich Lane, second vice president of annuity sales and marketing at The Standard, highlights several ways you can improve rapport with your clients and encourage them to consider adding an annuity to their financial plan.
See how behavioral health conditions can impact work performance and play a role in absences, disability leaves and decreased productivity. In order to help address behavioral health conditions effectively, employers should understand and be able to identify the stages in which these illnesses present themselves, and provide tailored support at each stage. Read the article by Terri L. Rhodes, CEO of the Disability Management Employer Coalition, and Dr. Dan Jolivet, Workplace PossibilitiesSM practice consultant for The Standard.
Help to ensure that your clients' IDI policies meet their needs and reflect their current life stage by discussing their salary increases, potential health conditions and lifestyle. Then offer the option to purchase additional coverage or make changes to a current policy. Read the article, Ensuring Clients' IDI Policies Match Their Life Stage, by Cari Bacon Flick, second vice president of IDI operations at The Standard.