As an advisor, you are on the front lines of transforming the health benefits industry. For every client, the journey will look a bit different and this is where your expert guidance is so critical and valuable — to deeply understand the organization and plan members and to design a plan that moves them towards better benefits at an acceptable pace. In this video, our co-founder, Sean Schantzen, will talk through how to assess where a client is at and what the best next steps are for them.