Advisor's Guide to Selling myFlex Benefits

Prospecting for myFlex leads

Now that you’ve learned the basics of what myFlex is, who buys it and how to sell it, let’s dive in deeper. Here are some tips to help you find solid myFlex client leads:

The 'Solution Selling' Approach

We’ve spent a lot of time talking about what myFlex is and how it is not your traditional benefits plan. But what does that mean for you? How do you sell a product that’s so...

Why sell myFlex?

myFlex Benefits isn’t your traditional benefits plan. By offering myFlex to your clients, you are offering an innovative, flexible and budget-conscious choice that is ideally...

myFlex Discussion Guide

Use this checklist to help guide your discussion with a potential lead.  Understanding the client’s needs will help determine whether myFlex is a good fit to meet their objectives.

What is myFlex?

Let’s start with the basics. myFlex Benefits is a cafeteria-style flex benefits option designed specifically for small businesses, helping them:

1. Stablize Costs

• fully pooled...