Using Data to Craft a Benefits Package

Brokers' Corner

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How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50

52 weeks پیش57:50

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Alex (@alex_kamenca) and Carley (@carleymitus) are both members of our Action Academy Community that purchased TWO small businesses last thursday! Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses? 👔🏝️ Schedule A Free 15 Minute Coaching Call With Our Team Here To Get "Unstuck" Want to know which investment strategy is best for you? Take our Free Asset-Selection Quiz Check Out Our Bestselling Book : From Passive To Passionate : How To Quit Your Job - Grow Your Wealth - And Turn Your Passions Into Profits Want A Free $100k+ Side Hustle Guide ? Follow Me As I Travel & Build: IG @brianluebben ActionAcademy.com…

حدود یک سال پیش 7:58

MP3•خانه قسمت

In this episode, we dive into how benefits brokers can leverage data to build comprehensive and tailored benefits packages for employer groups. From understanding employee demographics and health trends to analyzing cost vs. coverage balance, we explore how data can guide brokers in designing benefits that not only attract and retain top talent but also optimize cost efficiency for employers. Tune in to learn how to use data to drive better decisions, improve employee satisfaction, and ultimately create a more competitive benefits offering.

Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

49 قسمت

Brokers' Corner

Using Data to Craft a Benefits Package

Brokers' Corner

published حدود یک سال پیش

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MP3•خانه قسمت

Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

49 قسمت

همه قسمت ها

Brokers' Corner

1
Talking to Clients About Payroll 6:59

10 weeks پیش6:59

6:59

Generally brokers are not payroll experts, nor want to be. But the truth is, payroll and benefits are very connected. Confidence when talking to your clients about payroll helps you prove to be an even stronger trusted advisor. Tune in to learn more about the main connections between benefits and payroll. Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/ Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email…

Brokers' Corner

1
Brush Up On Your COBRA Knowledge 6:44

11 weeks پیش6:44

6:44

Tune into this week's episode of Brokers' Corner to ensure you're staying up-to-date on important COBRA information. Your groups will follow your lead on any recommendations relating to benefits, so make sure you're being diligent on the latest updates! Our COBRA Administrator: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/ Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email…

Brokers' Corner

1
What Brokers Need to Know About 1095s 20:03

13 weeks پیش20:03

20:03

It's 1095 season! Which means this is an important time to ensure your groups are staying compliant. Whether it's a group under 50, a group over 50, or regulation changes, we've got you covered with all the information brokers need to be aware of for 1094s and 1095s. Learn how BerniePortal can help with 1095 forms: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/ Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email…

Brokers' Corner

1
Regulation Changes to Keep in Mind in 2025 7:12

14 weeks پیش7:12

7:12

In the world of employee benefits, staying compliant with ever-changing regulations is a constant challenge for brokers, who must keep up with updates at both federal and state levels to ensure their employer clients are adhering to the latest rules. Tune into this week's episode to learn more about these changes for 2025. Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/ Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email…

Brokers' Corner

1
How to Tackle the Complete Benefits Lifecycle 37:27

15 weeks پیش37:27

37:27

When it comes to managing employee benefits, employers have a lot on their plates. From recruiting top talent to ensuring compliance, it can be overwhelming to keep track of all the necessary steps. The Benefits Lifecycle includes every step benefits brokers are involved in— from candidate to COBRA. Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email Follow us: https://www.linkedin.com/company/bernieportal/…

Brokers' Corner

1
Start Off 2025 With These Q1 Strategies 5:51

16 weeks پیش5:51

5:51

Welcome to Q1! In this episode of Brokers' Corner, Mary breaks down the top priorities every benefits broker needs to tackle for a successful year. From critical compliance deadlines and tax season prep to industry trends, and client engagement we cover it all. Tune in for your guide to owning Q1 and setting the tone for a productive 2024. Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/…

Brokers' Corner

1
New Year's Resolutions Brokers Should Consider 8:58

17 weeks پیش8:58

8:58

In the final Brokers' Corner episode of the year, Mary shares seven New Year's resolutions for brokers to embrace in 2025. Tune in for actionable strategies designed to drive business growth, strengthen client relationships, and set the stage for a successful year ahead. Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley! Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/…

Brokers' Corner

1
How to Take Advantage of ICHRA's Growing Popularity 4:22

19 weeks پیش4:22

4:22

Since its introduction in 2020, ICHRA adoption has increased 29% from 2023 to 2024. ICHRA offers employers a cost-effective, flexible alternative to traditional group health plans, allowing employees to choose their own coverage from the individual marketplace. The episode delves into why ICHRA is especially appealing to both small businesses and large employers, with insights on industry trends, average employer contributions, and other takeaways for brokers. Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/…

Brokers' Corner

1
1 in 5 Americans are Caregivers: How Can Brokers Help? 5:19

20 weeks پیش5:19

5:19

As more employees take on roles as caregivers for young children, aging parents, spouses, or children with special needs, the balance between work and personal life becomes increasingly challenging. Tune in to learn how benefits brokers can help employers provide meaningful support for these employees. Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/ Follow us: https://www.linkedin.com/company/bernieportal/…

Brokers' Corner

26 weeks پیش42:09

42:09

In this episode, Alex and Brian Tolbert, the co-founders of Bernard Benefits, share their journey from cold calling in their townhouse to building a highly profitable brokerage. The Tolberts discuss their strategies for achieving agency valuation, offering valuable insights for brokers looking to enhance their own business models. Join us as they reveal the keys to their success, the lessons learned along the way, and actionable tips to help you elevate your brokerage to new heights. Whether you’re a seasoned professional or just starting out, this episode is packed with inspiration and practical advice to guide your path to profitability and growth. Book a BerniePortal demo: https://www.bernieportal.com/get-a-demo/ Follow us on LinkedIn: https://www.linkedin.com/company/bernieportal/ Read our broker blog: https://brokerblog.bernieportal.com/…

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Using Data to Craft a Benefits Package

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Using Data to Craft a Benefits Package