How to prepare for a call?
Assess Employee Needs
Conduct an internal survey to determine what benefits employees value most (e.g., health insurance, dental, mental health support, retirement savings).
Gather Employee Data
Know the size of your workforce, employee demographics, and any unique needs (e.g., remote workers, full-time vs. part-time staff).
Review Current Benefits
Assess what you currently offer and identify gaps or areas for improvement. Having recent statements is helpful for your advisor to get the full picture as well.
Research Options
Familiarize yourself with common employee benefits (e.g., group health insurance, wellness programs) to have a basic understanding of what might work for your business. (Or let your advisor walk you through these)
Include Key Staff
Include HR or finance team members in the call to address logistical and financial aspects. Having the decision makers and those working with the current benefits plan helps bring all the data to the table.
Looking for the fast track?
Yes please! I would like to book a discovery call with an Advisor!