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Employer Checklist: What to Ask of a Benefits Broker or Advisor

If you don’t know what to ask of the person who manages your benefits, you are likely being taken advantage of.

When employers get bad news at their benefits renewal, they often wonder if there are better options available. How can they make an intelligent decision about which benefits company to choose?

This checklist of best practices helps employers select a benefits professional who truly works in their best interest. It explains the difference between hiring a broker and working with an advisor, urging companies to screen their choices with a list of hard-hitting questions. 

Not only will these questions reveal a lot about how their potential partner operates; the questions will lead to productive conversations about the potential for your company’s benefits package.

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