
Broker Positioning The Voluntary Sale
- Prepare Human Resources that voluntary enrollments
are pro-active not reactive
- Acknowledge voluntary benefits are “concept driven”
product needing personal interaction
- Introduce TPG as a “potential fit” for the
appropriate employer
- Understand TPG needs either a personal or web cast
opportunity to present our services
- Ask them to have an open mind to new paradigms in
employee personal communication
- Know that with one-on-one access participation
requirements become achievable
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