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Your January enrollments are done, your clients have their W-2s in the mail, and you’ve got their renewal meetings penciled in for next fall — time to sit back, right?
Not so much, especially if some of those clients have highly compensated employees or partners. In fact, now is the perfect time to pivot back to those clients and give them a clear look at whether they’re doing enough to help all their associates protect their most valuable asset: their ability to earn an income.
Paul Wickline is a senior account executive in sales and client management at Unum.
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