As Featured on InsuranceNewsNet.com: Benefits Advising in the Age of COVID-19
1 MAY 2020
BALTIMORE, MD – The spring of 2020 has not been what any of us thought it would be. For benefit advisors, the season of stewardship reporting and strategic planning has become something entirely different and wholly unexpected. In this “new normal,” how should advisors, continue to bring value to clients?
CLICK HERE to continue reading as Jen Berman, JD, MBA, Senior Vice President of Compliance of KELLY Benefit Strategies, and CEO of MZQ Consulting, poses three important questions that benefits advisors should ask themselves while shaping their plans for the future.