Benefits Advisors
A Benefit Advisor’s creative skills are key to a business’s ability to attract and retain top talent. They must also be masterful managers of benefits budgets and cost-conscious plan design while maintaining a strong ROI for decision-makers.
METTLE INSURANCE has a deep appreciation for the budget challenges and time-sensitive pressures of your business. We specialize in integrating our skill sets with yours to develop the kinds of Executive Benefits Plans and personal planning options that are necessary in today’s highly competitive talent market.
METTLE INSURANCE IS BUILT TO SUPPORT YOUR GROWTH
Our goals:
- To assist benefits advisors in augmenting their client relationships by providing Executive Benefits Planning along with personal protection planning for all levels of company employees
- To provide a portfolio of individual life and disability products in a carrier and product agnostic environment
- To deliver our services using processes that mimic the digitized enrollment process of the group marketplace and that assure benefit equity
- To protect revenues from client migration in event of client acquisition or C-Suite turnover
Our services:
- Executive Benefits
- Key Person Retention plans
- Business Succession Planning
- Family Protection
- Estate and Legacy Planning
Productivity services:
- Census reviews to identify Executive Benefit Options and Carve-Out opportunities
- Post enrollment individual planning for those who may want increased protection
- Point of Sale assistance and client consultations
- Pipeline tracking of potential opportunities
- Tracking and management of pending business
Accountability
- Reporting to quantify the success of sales efforts
- Tracking In-Force business
- Continuous monitoring of carrier financials and product developments
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