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How to Evaluate Your Next Employee Benefit Firm |
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If you need to switch employee benefit firms (please see our Employee Benefit
Scorecard to evaluate yours) there are lots options to choose from. Assuming that you've found a few
candidates via word-of-mouth, an advertisement, the Internet, or another means, how do you then choose
a good employee benefit firm for your company?
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Financial Planning
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full of information on
important financial topics |
Financial Planning
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of financial terms |
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Choosing An Employee Benefit Firm
Meet them in person and ask questions.
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Why would my company choose your firm? |
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What are your strengths, weaknesses? |
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What services do you offer? |
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Who are your clients? |
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Where are your clients? |
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What size are most of your clients? |
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What do they say about you? |
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If you've lost any clients in the past year, what was the reason(s)? |
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How are your services priced? |
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How are you paid? |
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Be wary if:
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They promise things that
seem outlandish—because they usually are. |
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They don't listen to you carefully and
take a lot of notes. |
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They don't ask intelligent questions
about your business. |
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It's your impression that if they weren't
a good match for your business—they wouldn't tell you so. |
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Make your decision.
At the end of the day in a service business, the two key questions are:
Will they do a good job for us?
Am I comfortable that this firm is the right "fit" for our company?
  Printable
page
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Securities and Investment Advisory offered through Woodbury Financial Services. Inc,
Member FINRA, SIPC
P.O. Box 54284, St. Paul, MN 55164 800-800-2000
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Steve Roussel, owner of Roussel & Associates, is licensed to sell life and health
insurance in TN, KY, AL, GA, IL,
MN, MS, OH, and WI, and he is licensed to sell securities in TN, KY, GA and FL
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Roussel
Resources Online
