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Buonocore Original Lesson 2

Buonocore Original Lesson 2

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Published by Lisa Kolakowski
EDET 709 Big Redesign Project
EDET 709 Big Redesign Project

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Published by: Lisa Kolakowski on Apr 12, 2014
Copyright:Traditional Copyright: All rights reserved


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Welcome to the second lesson in the Basic Flexible Benefits Plan training series. This lesson is the Positioning POP to the Employer (sometimes referred to as the decision maker). Understanding how to position Flexible Benefits Plans (Flex) to an Employer will help you close more accounts
 it allows you explain the value of pre-
taxing to a company’s bottom line in dollars and cents.
Which means to you;
that you won’t have to rely on your manager or Home Office to explain this value
added service.
 And the real benefit to you
is that you’ll be more confident knowing that you are
able to assist employers with their pre-taxing needs.
It is recommended that you have already gone through Lesson Number One in this series
 Introduction to Flexible Spending Accounts. If you have not already reviewed that lesson, please return to the menu and select Lesson One. Click the
button to start the training.
Facilitator Notes:
Above is the narration text used for the self paced version of the lesson. This is the rough draft of what will eventually be the Facilitator Guide Notes, which is still being put together. This lesson is designed to be used for both CLA of NY training
 there are no company specific information. There are also slides listed as (Hidden) which are in the presentation for the self paced version
 and will be removed before the final Facilitator version is released. The slide animation is also contained in the Facilitator Notes
 please make note of when animation comes into the slide (ie by click of the mouse, with previous, etc.). This will help you to make better use of the slide and get the anticipated impact of the animation. At this point you do not necessarily have to use the Unit Of Conviction as in the narration
 this OUC is listed on the next slide with the topics that will be covered.
1 Lisa Buonocore EDET 709 Big Redesign
The purpose of this training is to help you understand how to best position this value added service with an employer. The information in this training is at a high level. For more detailed information please refer to the resources noted throughout the lesson. On the Main Menu screen you can roll your mouse over each topic to get a brief explanation of that section.
Facilitator Notes:
Review the topics that you will be discussing during this lesson.
Review the Unit Of Conviction:
Welcome to the first lesson in the Basic Flexible Benefits Plan training series. This lesson is the Introduction to Flexible Benefits Plans. An understanding of Flexible Benefits Plans will help increase your sales
 the plan is a  financial tool that provides preferential tax treatment.
Which means to you;
that you’ll be
able to show your clients (employers and employees) a way to save additional tax dollars.
 And the real benefit to you
is that you’ll be establishing a long term business relationship and creating a ‘benefits partner’.
2 Lisa Buonocore EDET 709 Big Redesign
The training objective for the next 20 to 30 minutes is to supply you with the basic concepts of positioning the Premium Only Plan (POP) to an Employer (sometimes referred to as the Decision Maker). You will see several examples of ways to illustrate how a Premium Only Plan works and to show the need for pre-taxing to an employer. It is advisable that you become well rehearsed at using these illustrations so that they flow well during an employer presentation.
3 Lisa Buonocore EDET 709 Big Redesign

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