Here's How You Can Close a Sale With an EAP Offering
Advisors often ask me how to close their sale with a client. I always recall the last deal I closed as a benefits consultant, before...
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The Wiser Advisor Blog
Employee benefits & industry related stories, ideas, and feedback for advisors.
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myHSA
- Jun 27, 2018
- 4 min
The 4 Best Social Media Platforms for Advisors & What To Do With Them
Let’s get straight to the point: the ever-changing world of social media can be intimidating. From hashtag trends to slang, one day...
Tim Kane
- Jun 15, 2018
- 3 min
95% of People Believe Anything With a Percentage In It
I just finished reading some statistics on benefits and to be honest I'm having a hard time with them. Personally, I think this industry...
myHSA
- May 31, 2018
- 2 min
Summarized Need-To-Know About Digital Customizable Benefits (myASO Plans)
myHSA held a webinar about myASO, a plan on the system that allows employers to customize employee benefits, add pooled/fixed amounts &...
Steve McEwan
- May 24, 2018
- 1 min
Insurance vs. ASO Plans: The Middle Market Solution
Fundamentally an HSA is a lot like an ASO. Both are self-funded and the items CRA allows under a HSA are typical in most insured plans…...
Tim Kane
- May 10, 2018
- 4 min
How to Navigate the G19 Runway
In my past life I was a Property and Casualty insurance broker. Among the many things I learned from this to deal with the elephant in...
Steve McEwan
- Apr 25, 2018
- 4 min
Here's What Happened When We Launched a Tech Start-Up Without Funding
When we decided to start a tech company, we often found ourselves discussing the possibility of receiving funding for growth. The road...
Tim Kane
- Apr 11, 2018
- 2 min
When Life Hands You Lemons
Life is a funny thing, healthcare and proper employee benefit plans are something nobody thinks about benefits until they need them. Just...
Tim Kane
- Mar 29, 2018
- 4 min
I Am Big on LinkedIn
You find out how big the world can be when you start reaching the power of social media to your fullest. If you ask different people...
myHSA
- Mar 7, 2018
- 3 min
2018 Budget Insights - myHSA
myHSA is an administrator of self-insured benefit programs for Canadian employers. We operate as a PHSP (Private Health Services Plan)...
Steve McEwan
- Feb 28, 2018
- 2 min
How to sell HSAs
I often see different approaches to selling HSAs. Being on the tech side, and also having the experience of being a benefit advisor in...
Steve McEwan
- Apr 1, 2017
- 2 min
4 Reasons Traditional Benefits Are Still Necessary
We often speak to advisors who are hesitant about the fact that we are an HSA company that is so open to traditional benefits. Most of...
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