Profile of a Ideal Worksite Customer
- Existing employer/employee relationship
– but not always required
- Low employee turnover (less than 15%
annually)
- Moderately paid workers ($25k - $50k)
w/discretionary income
- Broker support to help secure and
convince employer to allow full employee
access
- Employer buy-in to ensure full employee
access to ensure full understanding of plans
offered
- Stable industries
- Small, medium, and large employers
- Established companies with positive
growth preferred
- High blue/gray collar content and white
collar clients
- Low risk jobs
- Payroll deduction capabilities
back to Brokers Page
|
