Participant Education

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A seamless, efficient transaction must include good communications and educational information to help participants understand the transfer of benefits process.  Our team can provide and coordinate participant seminars, create and supply easily understood communication documents and deliver educational webinars.  These actions, all or in part, ensure plan participants understand their benefit will not change and will be guaranteed and administered in the future by a highly rated insurance agency. A successful transition process is one where there is positive “good will” generated as participants find that the sponsor has invested significant time and resources to provide their benefits in the past and that these benefits will continue in the future. 

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