Service is our Business
At Equitable Life, great service is what we do best. You get a dedicated service team, access to knowledgeable people who can answer your questions quickly, and some of the...
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Jun
27
Handling last minute objections
Sometimes it can be challenging to get a client to the finish line. Despite your assurances and thorough reviews of their goals and solutions, people can still get cold feet. Here...
Jun
27
The Implementation Plan
Whether your client is initiating a group benefits plan for the first time or they are transitioning from another carrier, it is critical to manage the onboarding process closely...
Jun
27
The Plan Member Experience
We’ve talked a lot about what myFlex is and how it offers flexibility, stability and simplicity for employers. But what does that mean for employees?
Jun
27
Understanding the costs of a benefits plan
Did you know that according to a 2015 benchmarking survey conducted by The Conference Board of Canada, the average cost of providing benefits for employees is $8,330 per full-time...
Jun
27
Understanding employee needs
The next step is to understand and identify their employee needs. What are they and how will they change over time? A team made up of single twenty-somethings will have different...
Jun
27
Help clients understand their goals
Now that you’ve had a chance to think about finding and qualifying leads, let’s go a little deeper in how we can engage those prospects.
Jun
27
Handling Objections
Like any industry, group benefits advisors get their fair share of objections throughout the sales process. Benefits can be expensive, underutilized and unappreciated by...
Jun
27
Qualifying Leads
You’ve found some prospects, you’ve had your initial discussion, so now what? Well, now you need to qualify your leads and help determine whether myFlex – or another type of...
Jun
27
Who buys myFlex?
myFlex is ideally suited to small businesses with 3 – 35 people. That represents a very significant market. According to Industry Canada there are over 1 million businesses in...
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