A real-life case history of a successful effort to bring strategic benefits planning to a forward-thinking client
Part 1 in the May, 2011 edition of Employee Benefit Adviser
Part 2 in the June, 2011 edition of Employee Benefit Adviser
"When my firm was in jeopardy of losing a 1,400 life case we had for over 4 years to a "national firm" I offered benefit strategic planning services to the client.
We not only retained the account, we introduced two new voluntary benefits. What was even better was that I was able to meet and cultivate a relationship with the company's Chief Financial Officer for the very first time. Thank you SMART!"