TrueConnect is a revolutionary voluntary benefits program that gives employers the opportunity to provide financial assistance to their employees when they need it most. It achieves this by offering employees access to loans of up to $3,000 which can then be paid back through small, secure, and automated payroll deductions over the course of a […]
How TrueConnect Can Help Your Employees Read More »
Today’s hyper-connected digital world is an exciting place for professionals in the financial services industry. This is because the technological developments of recent years have dramatically expanded what is possible with our available tools. Financial technology (FinTech) often lags behind other areas because of the heightened importance of security; after all, the clients of any
3 Financial Services Trends to Look Out For in the Next Few Years Read More »
Any financial stress your employees feel has a direct impact on your company’s wellbeing. According to a recent study by consulting firm, Mercer, worries about financial security take up an average 13 hours each month of employees’ time—when they could be focusing on the job. The estimated loss to US businesses in attendance and productivity
3 Steps That Get Your Employees Out of Debt & Benefit Your Business Read More »
In today’s competitive business climate, benefits brokers need to do everything within their power to maintain and grow their revenue streams. One of the most effective ways to do this is to build a client pool that’s not only loyal to your services, but also speaks highly of you to their peers and contributes to
How to Strengthen Your Client Relationships as a Benefits Broker Read More »
As a benefits broker, you are expected to pitch your services to clients fairly often to get them on board. It’s important that you present yourself with trust and credibility in order to sell your services, as well as turn new clients into loyal customers.
How to Effectively Present Your Services Read More »
When you’re a benefits broker, you need to do everything in your power to ensure the success of your clients. After all, their success is your success—it reflects on your capabilities and sets a precedent that will attract new clients to you.
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TrueConnect is a voluntary benefit program offered by employers to help employees with their personal finances. For a benefits broker, our service package is a great way to bolster your benefits portfolio and strengthen your client relationships. Here are answers to some of the most common questions a benefits broker might have about TrueConnect.
Frequently Asked Questions from Benefits Brokers about TrueConnect Read More »
As every benefits broker knows, happy clients, lead to a better reputation and more business. And the best way to keep your existing clients happy is to provide great ongoing customer service. Without great customer services, you risk not only losing existing clients but struggling to acquire new ones in the future.
7 Top Tips for Providing Great Customer Service to Your Clients Read More »
In any organization, clear communication is a vital ingredient for a productive atmosphere and satisfied employees. This is especially the case when it comes to any information that affects the financial well-being of people in the company, such as employee 401k plans.
401K: Questions Your Employees Are Too Embarrassed To Ask Read More »
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