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BPHA Preview - Renewal Analysis and Forecasting
Manage episode 304542393 series 2937012
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This week we hear from Emily Stewart and Melissa Lougheed from Benefits by Design on what you will take away from their session, including helpful tips for advisors on how to prepare for a renewal and steps on how to conduct analysis and forecasting. Learn best practices to deliver to your client at this crucial and vulnerable milestone every year.
The Benefits & Private Healthcare Associate (BPHA) is a unique online, high quality benefits education program that is accessible and affordable. Earn 35 CE credits and your BPHA certification when you complete the full program.
Register for the program here or find out more about the program here before you register.
Registration includes 12 months access to our exclusive members-only library and Ask the Expert resource plus up to 3 free BPHA at Lunch sessions for extra CE credits.
After you attain your designation you can renew your membership to stay current with access to new sessions to earn extra credits and existing sessions as a refresher whenever you need them.
Find out more at connexhc.com/online-education.
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