Business building: 8 ways to drive opportunity with current clients – BenefitsPro
Because you take an interest in a client’s business, they want you to succeed in your business too. That’s why you need to make them aware of the ways they can help you build your book of business.
By Bryce Sanders |
December 06, 2022 at 12:02 PM

“Just tell me what I can do to help.” You are an insurance or benefits professional working with business owners. Many of them like you and admire your professionalism. Because you take an interest in their business, they want you to succeed in your business too. They may not be aware of the ways they can help you build your book of business while you and they are helping others,
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Show Me the Income: Discovering Participant Preferences for Creating Retirement Income
A comfortable retirement means not really worrying about expenses day to day, week to week, and, of course, not having to work or worry about finding new sources of income. Download this report to learn key insights about what employees want and need help from their employers in order to prepare for retirement and how sponsors can help them achieve their goals by offering the right tools, education and retirement income solutions.
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