When a valued employee leaves to care for a loved one, it’s more than just a resignation. It’s a wake-up call. For many of your clients, these moments serve as a stark reminder of the challenges their workforce faces as caregiving needs grow. When employees struggle to balance work and […]
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Your clients’ employees are more vulnerable than they may realize. You’ve seen it before—companies that overlook the financial and emotional toll of caregiving end up paying the price in lost productivity, turnover, and burnout. But there’s another risk that often goes unnoticed: financial fraud and identity theft targeting caregivers. Caregivers, […]
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Beyond Renewal: Caregiving Support Some of the most meaningful client relationships aren’t built during renewal season. They’re forged in the quieter moments—when an employer calls, not about policies, but about an employee struggling to balance work with caring for an aging parent. As a benefits broker, this is your opportunity […]
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Standing out as a broker is tougher than ever. Clients are working with tight budgets, lean HR teams, and an overwhelming number of options from big-name firms and direct-to-employer platforms. The pressure is real. But here’s the thing—your clients don’t just need another policy. They need a strategic partner who […]
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