Employee Benefits Basics artwork

Winning AORs when the current broker double ends the deal

Employee Benefits Basics

English - January 19, 2022 17:09 - 11 minutes - 5.75 MB
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I'm shocked how often I see advisors double ending the deal - meaning, acting as both the benefits broker and the CFO or HR manager. Be careful not to do this, and here's what to do when you come across it.