Client Gift For Advisor - Client Service Center

by Kate

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Posted on 02-07-2020 12:00 AM

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A thirst for knowledge will serve you well in any career. Financial advice professionals will often go back to school to pursue a graduate degree, or even a doctorate. Your job relies on your ability to provide valuable financial advice to clients. The pursuit of further education is a tangible way to demonstrate your commitment to providing excellent service as you continue in your career. Demand for financial advisors is high and will continue to grow as our society becomes more financially literate and recognizes the importance of making sound financial decisions. Now that you understand how to become a financial advisor, you are prepared to chart your own career path and get started providing valuable advice.

Be an advisor to business owners aflac benefits advisors work directly with business owners and hr representatives to plan supplemental insurance coverage and other value-added services for employees. It’s a key role with growth potential for you, backed by the power, resources and trust of a well-known and reputable brand. And you’ll have the personal reward of helping to provide financial security and added peace of mind to clients when they experience a covered health event.

Block advisors launched in 2016 as an tax preparation and planning service. With a focus on complex tax situations and business returns, our tax advisors provide year-round expertise to individuals and small business clients. Our tax advisors serve those who want an ongoing relationship with a dedicated tax expert to help them plan the tax aspect of their lives all year long.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of the advisor benefits group, inc. And our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by the advisor benefits group, inc. , a registered investment advisor in the state of washington. Insurance products and services are also offered through the advisor benefits group, inc. Advisor benefits group, inc. Is a registered investment adviser in the state of washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any state other than the state of washington or where otherwise legally permitted. The advisor benefits group, inc. Is not affiliated with or endorsed by the social security administration or any government agency, and is not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Exclusive rights to this material belong to gps. Unauthorized use of the material is prohibited.

Below is summary of the resources and services mba provides to our clients. Click on a topic for more information or visit our about us section. If you are interested in being contacted by one of our advisors visit our get started section.

Working with an advisor is akin to taking lion training lessons from someone standing outside the cage: the risks are all yours. If the advice is bad, the lion eats you, and the advisor finds another client. While a personal meeting doesn’t guarantee an accurate assessment, it can allow you to form a more thorough impression than what the internet and a phone conversation can provide. A person using an online dating service would not marry his or her matched partner without a face-to-face meeting. Nor should you turn over your financial future to a virtual stranger without testing your online perceptions with a face-to-face encounter.

As mentioned above, our goal with the feded advisor training program is to provide you with the knowledge, tools and support to become successful in this market. We believe that after you complete the program, it’s essential that you have the tools to begin assisting federal employees. We include a one-year license for the federal gap calculator software available from retire ready solutions federal gap calculator. The software can perform benefits calculations and produce reports for your federal clients and prospects. We’ve examined many software programs and found this software to be the most useful. The software has been reviewed and approved for use by representatives of many major financial services and insurance companies. (check with retire ready solutions to determine if your firm has already approved the use of the software for its representatives. ) our classroom training includes a live demonstration and provides case studies to illustrate how the software can be used. Retire ready solutions also offers excellent continuing support to assist advisors and can offer other financial planning software programs.

Financial Sales Representative ( Training Provided) new

What if i don’t have any experience in the financial services field? we’re more focused on hiring leaders who understand and have a passion for serving the military community than we are hiring people with prior financial services experience. So while sales experience and financial knowledge are a plus, thanks to our robust training program they are not a prerequisite.

AUTOMOTIVE SERVICE WRITER / SERVICE ADVISOR

Table of contents thinking about becoming an automotive service advisor? if you’re looking for a rewarding job with variety, this could be the career path for you. Automotive service advisors are trained in both customer service and automobile care, and they play an important role in repair shops and dealerships. Keep reading to learn all about the automotive service advisor profession, including day-to-day responsibilities, required skills, tips for success and more.

Automotive service advisors are professionals who act as the liaison between customers and the auto technicians who work on their vehicle. They identify the need for, sell and schedule service work. When taking your car in for a repair, this is often the first person you will come in contact with.

As with any career, there is a particular set of skills automotive service advisors need to be successful in their work. This job is about so much more than learning the mechanics—becoming a service advisor requires a mixture of skills.

First things first, it’s important for service advisors to have automotive knowledge. Whether they’re ordering parts, looking over documentation or communicating with technicians, service advisors use their automotive knowledge every day. Throughout their career, service advisors must continuously refresh their knowledge to stay relevant with the technological changes impacting their industry.

Additionally, having automotive knowledge plays a big role in the credibility service advisors have with their customers. If a service advisor is confident in their automotive knowledge, this will put the customer at ease knowing their vehicle is in good hands. However, if the service advisor seems unsure and lacks knowledge, this will lead the customer to question whether or not the repair will be completed correctly.

It’s no secret that being an automotive service advisor can be challenging. This fast-paced career comes with a lot of responsibility and requires hard work, motivation and a commitment to excellence at all times. For this reason, many service advisors experience stress on the job. So how can service advisors manage or avoid this stress? according to henry gelb, a uti graduate now working as shop foreman for nick alexander imports , it’s all about focusing on the things service advisors can control.

How a great benefits advisor can help your employees through tough times

An advisor who keeps up-to-date with your business can help your plan evolve with your company, which is highly valuable during the best of times. (photo: shutterstock) the covid-19 pandemic has put a great strain on business owners and employees alike. Many employers feel stuck, wondering how they can keep their company afloat while still paying their employees and giving them the health care that they may need now more than ever. The solution to these issues may be found inside their benefits plan, but it takes a knowledgeable advisor to unlock these savings opportunities.

Your access to unlimited BenefitsPRO.com content isn’t changing. Once you are an ALM digital member, you’ll receive:

Your access to unlimited benefitspro. Com content isn’t changing. Once you are an alm digital member, you’ll receive: critical benefitspro. Com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative newsletters. Exclusive discounts on alm, benefitspro magazine and benefitspro. Com events. Access to other award-winning alm websites including thinkadvisor. Com and law. Com.

Small Group Benefits (2-49 Employees)

Providing employee benefits it takes more than a paycheck to hire and retain quality employees my husband, paul, and i began winans construction 25 years ago. We've done new construction, historic renovation, and a small amount of commercial work, but the bulk of our projects are in residential remodeling. Last year we did $2. 3 million worth of business.

A benefits advisor helps employees understand voluntary group benefits. Responsibilities include explaining health plan options and working with plan vendors. To have a successful career as a benefits advisor, you must understand relevant laws, such as cobra and the affordable care act (aca) and have solid interpersonal and analytical skills. Similar job titles include hr benefits coordinator and health care benefits consultant.

I have been working at aflac for less than a year working as a benefits specialist for aflac, i get to help small, family owned businesses and their employees protect their paycheck and their families. The people i work with love the options they have, the affordability of the programs, and that i'm right here connected to their community, providing them with the service they need at any time. I have the freedom and flexibility to create my own schedule, and the support i receive from my directors is greater than any other employment i've had.

By randy kemnitz, ms, cfp, clu mr. Kemnitz is director of business planning and executive benefits for ing u. S. Insurance life sales support. For more information on ing executive benefits, contact 866-464-7355, option 1. Benefit plans specially designed by employers for key employees and executives are often times intended to help recruit, retain and reward. These plans provide financial benefits, specifically wealth accumulation and death benefit protection. Basic benefit and retirement plans have restrictions, such as contribution limits for 401ks or low face amounts in group life insurance plans, whereas executive benefit plans cater to rising stars and c-suite employees.

Live classroom training can be invaluable because it provides time to ask questions and to also trade ideas with other advisors. Our feded financial advisor training program is typically conducted over two full days in a small group setting with five to 12 advisors. Take a look at all of the content by viewing the feded class sample agenda. Although our program thoroughly covers both employee benefits and marketing assistance, we can also customize the program for particular groups of advisors.

One to two weeks before class, you’ll receive a copy of the feded study guide, “working with federal employees,” which should be reviewed before the classroom program begins. The study guide provides essential background information on the csrs and fers pension programs, the thrift savings plan (tsp), federal employees group life insurance (fegli), federal employee health benefits (fehb), federal employees dental and vision insurance program (fedvip), social security, medicare, disability, and the federal long-term care insurance program (fltcip).

During the first day of live classroom training, you’ll receive a copy of the feded classroom workbook , which is a companion to the study guide. The workbook contains copies of all the instructor’s slides, along with case studies and exercises. The format of the workbook is two slides per page, with each page adding a place for your notes. When tables or charts would be too small to be useful, full page versions are included. Copies of useful forms are also printed in the book to acquaint you with the actual forms and paperwork used by federal employees when applying for their benefits. The feded study guide and classroom workbook will become valuable references for you as you begin to work with federal employees.

Large Group Benefits (250 Employees)

Brent hillier is the founding member of the bha team and the company’s success has come in part from brent’s 30 plus years in the employee benefits industry. After working for a benefits brokerage, brent started his first company in 1988 providing brokerage services and benefits consulting to companies from many different industries and geographies. Brent also started and operated a successful prescription drug card company, worked as president of business development and client relations for a large tpa, has experience working in the reinsurance markets, and started bha as an opportunity to leverage his expertise and understanding in assisting employer groups to create and manage successful benefit plans.

Hma® services is aligning with some of the largest employee benefit advisors, agencies and third-party administrators in the country, who are implementing the health matching account product platform for their clients. The health matching account services proprietary, helix™ administrative software will already be incorporated into the claims adjudication system of the employers’ administrators in order to automatically adjudicate members’ claims and provide tax-free reimbursements to the employer utilizing the hmra® benefit program. The hmra® is fully hipaa compliant and creates no disruption to any group’s existing plan design or network coverage expectations. The hmra® also does not require a change in stop-loss providers, and the hmra® benefits will be covered in the employer’s administrative services only (aso) agreement.

It’s vitally important that all employees who are eligible to join the benefits plan, do so. This will help you avoid potential liabilities. For example, forgetting to enrol a team member who then heads off on vacation, has an accident, and incurs large medical bills could be very costly for you.

Where can I get help and advice about benefits

Are you looking for a personal cfo so that you can focus on running your business? we can help you manage your personal finances as well as your business. We help ceos, business owners, founders, partners or proprietors of a business who want more time, education and advice. Running a business can be all-consuming, leaving little time to plan for your financial future and your family’s security. We can help you make sure that your personal finances are in order and that you’re able to reap the financial benefits and tax advantages that ownership may afford. We will help you discover which wealth transfer strategies work best in your situation. At the same time, we coordinate with your other professional advisors, including accountants, attorneys and bankers. We work as your personal cfo so that you can focus on what you do best — running your business and enjoying your life.

As well as benefits and welfare rights advice, law centres offer legal advice on issues including employment and housing.

Gingerbread provides advice and practical support for single parents, including advice on benefits and tax credits. You can call free on 0808 802 0925 (monday: 10am to 6pm, tuesday, thursday, friday: 10am to 4pm, wednesday: 10am-1pm and 5pm-7pm).

With lhd’s resources, solid advice and strong partnership we have developed effective strategies and solutions that address our financial goals from a benefits perspective, while at the same time address and improve the health and wellness needs of our employees. Brandyn ferguson, vp of human resources at endress+hauser lhd is very responsive to our needs and proactive in its style of working with its clients. They take the time to understand our challenges and design a workplan and calendar that fits our needs.

The greater northeast philadelphia chamber of commerce (gnpcc) has been in existence for 95 years. It was formed as a private business organization dedicated to the success of the burgeoning northeast philadelphia community and the free enterprise system. Additional information ray keough benefits@mybenefitadvisor. Com or (610) 537-1393 this website is designed to highlight various employee benefit matters of general interest to our readers. It is not intended to interpret laws or regulations, or to address specific client situations. You should not act or rely on any information contained herein without seeking the advice of an attorney or tax professional.

Securities offered through triad advisors, llc (member finra sipc ). Investment advice offered through resources investment advisors, llc, an sec-registered investment adviser. Retirement benefits group and resources investment advisors, llc are separate entities from triad advisors, llc. Check the background of this firm on finra’s brokercheck terms of use.

Enter your state we’re setting a new expectation for employee benefits and hr performance, one informed by people like you, and by the people who power your business. Our 1900+ passionate and experienced advisors deliver the trusted local advice and data driven solutions you and your employees need and expect in today's complex world. Experience the onedigital difference in your market.

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Ogc’s accreditation & discipline program remains committed to supporting our nation’s veterans and the practitioners that represent them on their va benefits claims. Our staff is currently working remotely and is continuing as many program functions as possible during this unprecedented time. We ask for your patience and that, to the extent feasible, any submissions to our office be made via email ( ogcaccreditationmailbox@va. Gov ) or fax ((202) 495-5457) rather than through u. S. Postal mail.

Responsibilities include: generating new business opportunities through company leads, networking, referrals and calls. Conducting meetings with employers to customize programs that help meet their benefits needs. Engaging and enrolling interested employees in benefits plans. Having ongoing conversations with business owners about new benefits options, benefits trends, changes to the government’s health care laws and more.

Whether you are reaching the social security full retirement age and looking to maximize your social security benefits or are a professional advisor such as a cpa, financial advisor, lawyer, tax professional, enrolled agent or insurance agent looking to better answer the questions your clients might have about social security, premier social security consulting llc can help.

Be your own boss and reap the benefits of your hard work as a benefits advisor, you determine how much you want to make and go for it: with aflac, you’re in charge. There are no ceilings to break through and no set hours. You decide how, when and where you work – whether from the local coffee shop, an outdoor café or the comfort of your home. It’s your trajectory on your terms.

In the best of times, quality advisors deliver significant benefits that can add both quantifiable and qualitative value to their clients’ portfolios. These benefits become even more critical in difficult financial times – as valuable expertise can help guide physicians to remain on track for their long-term financial goals. Often this is because the hard work of aligning a portfolio with a client’s personal risk tolerance and developing a strategic wealth management plan was done in advance of the crisis.

Adapting to the new healthcare landscape, brought to light by the covid-19 pandemic, employers are working frantically to ensure their workforce is well-equipped to maintain a healthy day-to-day. Sponsor content from physera download this free benefits guide to help your clients drive roi during open enrollment. Sponsor content from picwell the brokers guide to customer retention shares insights on how brokers can stay relevant, provide more personalized experiences, and simplify processes to administer a better customer experience.

There have been a number of studies conducted in recent years that provide encouraging information about the benefits of therapy dogs when introduced appropriately. A study published by the american journal of critical care in 2007, for example,  looked at the introduction of therapy dogs to a group of people hospitalized as a result of heart failure. They look at two groups of patients, those that did not have access to the therapy dogs and those that did. The study showed that those that had interactions with the therapy dogs saw a marked improvement in their blood pressure and neurohormone levels and they had reduced anxiety.

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The new york state division of veterans’ services (dvs or division) advocates on behalf of new york’s veterans and their families, as individuals and as a group, to ensure they receive benefits granted by law for service in the united states armed forces. The division provides free benefits advising. Experienced and dedicated advisors — each a veteran — work in a network of field offices across the state and offer veterans and their families with professional help to resolve social, medical, and economic matters.

Securities offered through kestra investment services, llc (kestra is), member finra / sipc. Investment advisory services offered through kestra advisory services, llc (kestra as), an affiliate of kestra is. Lbg advisors is not affiliated with kestra is or kestra as. Lbg advisors is a member firm of benefitspartners, a platform of nfp insurance services, inc. (nfpisi). Retirement plan advisory group (rpag) is an affiliate of nfp retirement, inc.

Learn more about Benefit Advisors Group Services

Not since wwii has there been a time at which human resource issues have mattered so much to ceos. But need alone can’t guarantee that hr leaders will be seen as trusted business advisors. In rising to the opportunity, hr leaders can learn from how others have, or have not, become trusted business advisors. This series of three articles discusses the nature of trusted advisors and trust itself, the process by which trust is created, and the unique challenges facing the hr community in becoming trusted advisors. Other service professionals offer a touchstone. Hr professionals share 6 defining traits with other service professionals—lawyers, accountants, and consultants. All are (1) perceived as content experts, selling (2) intangible services at (3) high prices, offering benefits which are (4) large but (5) difficult to quantify, and which entail (6) a high risk/reward ratio to the buyer. These traits condition what it takes to become a trusted advisor. Hr professionals can draw down on the experiences of their sister professions in their quest to become trusted advisors.

You can check what to do if coronavirus affects your work, benefits or travel.

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