Employee Benefits: Thinking beyond the Paycheck

As a new financial planner, take the time to help your clients through periods of transition by educating them on how their employer-provided benefits package creates stability. The purpose of this column is to highlight common life events clients face and to offer the new planner advice and guidanc...

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Bibliographic Details
Published in:Journal of financial service professionals 2018-05, Vol.72 (3), p.11
Main Author: Purdon, Emily
Format: Article
Language:English
Subjects:
Employee benefits
Financial planners
Online Access:Get full text
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Summary:As a new financial planner, take the time to help your clients through periods of transition by educating them on how their employer-provided benefits package creates stability. The purpose of this column is to highlight common life events clients face and to offer the new planner advice and guidance about how employee benefits are intertwined with these events.
ISSN:1537-1816
2381-8875