Marni Hefner, Workplace Solutions Group Business Development Executive, brings you “bite-size” videos about how Workplace Solutions supports Advisors in their delivery of group life & health and group retirement products and services. Far more than a “quoting service,” we
extend your business capabilities, while respecting your independence and client relationships.

The first eight videos are now posted online and cover:

1. Information-gathering: client with no benefits plan
2. Information-gathering: client with existing benefits plan
3. The RFQ process
4. Reading a Marketing Proposal
5. Sales and implementation
6. Post-sale implementation
7. Plan audit review
8. The renewal process