What would you say you do here?

About this course

Brokers do a wide range of work for their clients – shopping the market, presenting plan options, making recommendations, educating employees, and assisting with service issues throughout the year. Yet many clients are not fully aware of everything their broker does on their behalf. In this course, we explore the broker’s role, discuss how agents can better communicate their value to clients, and examine how compensation disclosure rules have made that conversation more important than ever. We’ll also consider whether brokers are truly focusing on the activities that create the most value for their clients.

Upcoming dates

• Fri, Dec 11 · 11:00 AM to 12:00 PM CT

  What would you say you do here?

  Ethics1 CE credit hourWatch and listen on one device
  Register