Financial wellness

Beyond health benefits: Growing need seen for estate planning services

By Bruce Shutan

Published November 4, 2025 8:00 AM EST 5 Min Read

Key Insight: Learn how estate-planning and legal benefits are becoming core supplemental offerings for brokers.
What’s at Stake: Failing to expand benefits risks retention, competitive positioning, and exposure during massive wealth transfer.
Expert Quote: Producers must help employees beyond health benefits, says Brian Lacher, Mammoth Insurance Solutions.
Source: Bullets generated by AI with editorial review

Bruce Shutan

Contributing writer

Bruce Shutan is an Employee Benefit News contributing writer based in Portland, Oregon.

For reprint and licensing requests for this article, click here.

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