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How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
How to retain clients and profit from your defined contribution partnership webinar
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How to retain clients and profit from your defined contribution partnership webinar

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How to find and qualify ideal defined contribution prospects: http://www.zanebenefits.com/profit-from-defined-contribution-partnership-webinar/ …

How to find and qualify ideal defined contribution prospects: http://www.zanebenefits.com/profit-from-defined-contribution-partnership-webinar/

Now more than ever, small businesses are dropping group health insurance and looking for alternatives such as defined contribution. This trend will only accelerate in 2014. What are you doing to retain small business clients during this benefits shift? Is your defined contribution partnership making you money?

Current Zane Benefits partners, and insurance agents interested in a defined contribution partner, should attend this webinar to learn how to fully optimize and profit from defined contribution.

During this 45-minute webinar you will receive a complete tour of the Zane Benefits defined contribution partner account, and learn:

Why defined contribution health plans are the future of small business health insurance

How to find and qualify defined contribution prospects

How to retain existing clients with defined contribution

How to integrate your insurance offerings with defined contribution

Published in: Economy & Finance, Business
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  1. How to Retain Clients and ProfitFrom Your Defined ContributionPartnership
  2. Zane Benefits is the online alternative to group health insuranceThe ZaneHRA Software provides a 100% paperless administration experience to employers and insuranceprofessionals that want to offer better health benefits without a traditional group health insurance plan at lower costs.For more information about ZaneHRA, check out our Software.Employers use ZaneHRA to open and manage their own stand-alone HRA or defined contribution health plancompletely online, electronically enroll participants and print welcome kits, and monitor expenses andreimbursements in real-time.Employees obtain their own individual health policies from a designated health insurance broker (see below),submit premium and medical expenses online, via fax, or mail, and receive same-day reimbursement via check,payroll addition, or direct deposit. Zane Benefits does not sell health insurance.Insurance Professionals partner with Zane Benefits and use ZaneHRA to provide clients with a cost-savinghealth benefits option. Insurance brokers earn compensation on ZaneHRA referrals and retain 100% of the healthinsurance compensation from carriers. ZaneHRA is distributed by leading health insurance carriers, agencies,brokers, and accountants.DISCLAIMERThe information provided herein by Zane Benefits is general in nature and should not be relied on forcommercial decisions without conducting independent review and analysis and discussingalternatives with legal, accounting, and insurance advisors. Furthermore, health insurance regulationsdiffer in each state; information provided does not apply to any specific U.S. state except wherenoted. See a licensed agent for detailed information on your state. www.ZaneBenefits.comFor additional resources onHealth Care Reform, visitwww.zanebenefits.com/blog
  3. Agenda1. Why defined contribution health plans are thefuture of small business health insurance2. How to find and qualify defined contributionprospects3. How to retain existing clients with definedcontribution4. Live tour of Zane partner account and insuranceintegration5. Summary JD Cleary,Business DevelopmentManager at Zane Benefits
  4. The Benefits Shift and Transition to Defined Contribution
  5. Group Health Insurance Costs Too Much!After payroll, group healthinsurance is the mostsignificant cost to anemployer.Unsustainable conditionsfor small businesses:1. 156% increase in costof single coverage2. 172% increase in costof family coverage3. Minimum contribution& participationrequirements
  6. Why Group Health Insurance in the First Place?Businesses offer group health insurance to recruit and retainemployees...since World War II!Small business benefits of offering group health insuranceinclude:1. Contributions are tax-deductible for the business2. Employee contributions are pre-tax3. Guaranteed issue health insurance (i.e. employer moralobligation)Small Businesses are Canceling Group Health CoverageNow Because of a Benefits Shift...
  7. The Benefits Shift - B2B to B2CHealthcare is shifting from abusiness-to-business (B2B) to a business-to-consumer (B2C) marketplace.PURE Defined Contribution expedites this shift.Are you prepared to help employeeschoose an individual health plan?If not, you may miss the opportunity...
  8. How to Find and Qualify Defined Contribution Prospects
  9. What is "Pure Defined Contribution"?● HRAs are the "purest" form ofDefined Contribution.● HRA stands for “healthreimbursement arrangement."● Its an “arrangement” for tax-free medical expensereimbursement.● HRAs function like businessexpense accounts. HRAs are NOT health insurance
  10. How to Find Defined Contribution ProspectsThere are four primary ways to find Defined Contributionprospects:1. Contact Existing Individual Health Clients (Start Here)2. Introduce Defined Contribution to Prospective Individual Health Clients3. Market to Small Businesses4. Create Referral Relationships
  11. The Value of the Right Defined Contribution Partnership
  12. Know What to Look ForThe right defined contribution partner can assist insuranceprofessionals in the following ways:1. Online Tools and Resources2. Sales and Implementation Assistance3. Referral Compensation4. Integration of Insurance ServicesZane Partner Account - Live Tour
  13. Summary / Conclusion
  14. Webinar Summary - Q&A1. The health benefits industry is experiencing the biggest change since WorldWar II - B2B --> B2C2. Businesses not offering group health insurance are the low-hanging fruit3. Defined contribution is the solution for retaining existing small group clients4. Selecting the right defined contribution partner is important for the successof insurance professionals
  15. Zane Benefits is the online alternative to group health insuranceThe ZaneHRA Software provides a 100% paperless administration experience to employers and insuranceprofessionals that want to offer better health benefits without a traditional group health insurance plan at lower costs.For more information about ZaneHRA, check out our Software.Employers use ZaneHRA to open and manage their own stand-alone HRA or defined contribution health plancompletely online, electronically enroll participants and print welcome kits, and monitor expenses andreimbursements in real-time.Employees obtain their own individual health policies from a designated health insurance broker (see below),submit premium and medical expenses online, via fax, or mail, and receive same-day reimbursement via check,payroll addition, or direct deposit. Zane Benefits does not sell health insurance.Insurance Professionals partner with Zane Benefits and use ZaneHRA to provide clients with a cost-savinghealth benefits option. Insurance brokers earn compensation on ZaneHRA referrals and retain 100% of the healthinsurance compensation from carriers. ZaneHRA is distributed by leading health insurance carriers, agencies,brokers, and accountants.DISCLAIMERThe information provided herein by Zane Benefits is general in nature and should not be relied on forcommercial decisions without conducting independent review and analysis and discussingalternatives with legal, accounting, and insurance advisors. Furthermore, health insurance regulationsdiffer in each state; information provided does not apply to any specific U.S. state except wherenoted. See a licensed agent for detailed information on your state. www.ZaneBenefits.comFor additional resources onHealth Care Reform, visitwww.zanebenefits.com/blog

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