5 Tips for a Successful Executive Benefits Sale

The Self-Owned Option Benefit plans specially designed by employers for key employees and executives are often times intended to help recruit, retain and reward. These plans provide financial benefits, specifically wealth accumulation and death benefit protection. Basic benefit and retirement plans have restrictions, such as contribution limits for 401ks or low face amounts in group … Continue reading

5 Ways to Open the Executive Benefits Sales Door

These topics and conversation-starters can help get employers to prioritize key employee benefits.  A new year offers new opportunities, and new concerns, for a key employee in a business. Will I succeed with my work goals? Should I look elsewhere for a challenge … and the pay that comes with that challenge? I’m a year … Continue reading