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Voluntary benefits, part 1: Capturing the opportunity with small and mid-market clients

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For many advisors, voluntary benefits have gone from being a specialty area to being an integral part of their everyday businesses. Others are finding VB something they want to become a key part of their business. On this first of our two-part series on voluntary benefits, we invited Matt Boeshore and Gail Stark of eVolve Marketplace to talk about this dynamic benefits area, with a particular focus on small to mid-size markets.

Matt and Gail discuss what the voluntary benefits marketplace looked like just a few years ago and how it has evolved in the recent years. We examine the key role of technology and what benefits advisors need to know to be able to have that VB conversation with employers. We also review some of the newer, more uncommon benefits offerings and explore the impact PPACA has had on this fast-growing area.

Next week, we will look at the similarities and the key differences in offerings, technology and marketing techniques in the large group segment.

Check back here every Tuesday, or subscribe to ShiftShapers at iTunes so you automatically receive all of the amazing upcoming episodes. You can also register for special events and be notified of upcoming interviews at   

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