Employee Benefits Basics

For advisors - how to craft a termination letter


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You've just landed your first client, and it's time to transition carriers. Great! Now what? This episode will simply cover how to craft the termination letter so that you are leaving all of your options open. It's always a good idea to leave an insurer or carrier with respect and grace, so that if you need to ask for their help after transition, you haven't burned a bridge. Questions? Email us at [email protected]

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Employee Benefits BasicsBy Yafa Sakkejha


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