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
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.
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