I'm shocked how often I see advisors double ending the deal - meaning, acting as both the benefits broker and the CFO or HR manager. Be careful not to do this, and here's what to do when you come across it.

Winning AORs when the current broker double ends the deal

This audiobook is a detailed guide to the technical aspects of distributing and servicing group benefits plans in Canada. Designed for advisors, it gets into the nitty gritty of how renewals are priced, how to negotiate with a carrier, how to get exceptions for your clients, and any highly technical aspect of the day-to-day business. We will feature the best benefits advisors in Canada and if you have a question you'd like us to address, please reach out through our site at www.beneplan.ca.

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Winning AORs when the current broker double ends the deal

Winning AORs when the current broker double ends the deal

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