Employee Benefits Best Practices is an authoritative, insiders perspective on key strategies for offering secure, affordable coverage, while continuing to attract, retain, and award employees. Featuring CEOs, presidents, and managing directors from some of the nations leading employee benefits firms, these experts guide the reader through reviewing programs, creating Request for Proposal (RFPs), analyzing costs, and working with clients to design successful benefits plans and packages. These top leaders reveal their techniques for understanding state mandates, analyzing inconsistencies in the employer market, and preparing for frequent acquisitions. From understanding pricing and liability issues to gaining market share from competing agencies, these authors offer their expertise on analyzing industry trends in order to effectively assess benefits costs and stay competitive in the marketplace. Additionally, the executives offer tips on educating clients, reducing costs, implementing wellness and preventative programs, offering cost-sharing plans, utilizing medical management tools, maximizing innovation, and overcoming challenges. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great industry minds of today, as these experienced executives offer up their thoughts around the keys to navigating a rapidly-changing industry. Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the worlds most respected companies nationwide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter for this book. Chapters Include: 1. Aviva Sapers, Chief Executive Officer, Sapers & Wallack Inc. The Value of Employee Benefits Planning 2. Richard E. Sutton, President and Owner, RE Sutton & Associates A Transparent Effort for Servicing Clients in the Employee Benefits Industry 3. John A. Carnevale, J.D., President and CEO, Sentinel Benefits Group Inc. Investing in Cost-Effective Benefit Plans 4. Joseph Gray, Managing Partner, Longfellow Benefits Achieving Success in the Employee Benefits Industry 5. Arnold Katz, President , Brokerage Concepts Inc. A Leadership Plan for Handling Client Benefits 6. Rod Reasen, President, Total Benefits LLC Following the Employee Benefits Cycle of Success 7. Eric Raymond, CLU, Chief Executive Officer, Corporate Synergies Group How to Beat Your Competition on the Inside and on the Outside 8. Susan Sajiun-Fitzharris, President, United Benefit Consulting Inc. The Benefit World 9. Bryan K. Brenner, Chief Executive Officer and Consultant, Benefit Associates Inc. Leading the Way Appendix Appendix A: UBC Personalized Services Appendix B: Products and Services Appendix C: Shopping Checklist Appendix D: Key Performance Indicator Dashboard Appendix E: Sample Agenda Appendix F: Client Profile Appendix G: Sample Client Calendar Appendix H: Implementation Plan Appendix I: Working Well System Appendix J: Sample Disclosure
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