National Association of Benefits and Insurance Professionals - Indy Chapter

You won't want to miss our next breakfast meeting on November 13th! This session is a must-attend for members looking to better support their clients’ employee wellbeing strategies. Jaime Murphy, a seasoned expert in mental health and recovery, will provide practical insights and actionable tools to enhance workplace culture and benefits around mental health and substance use disorder. Attendees will walk away with new resources, knowledge, and an actionable plan to drive real change in employee wellbeing. Don't miss it! Registration link is in the comments!

Last call for our meeting this Wednesday!

We’re excited to invite our members and industry professionals to our upcoming breakfast meeting on October 9th at the Woodland Country Club. This session will deliver 2 hours of Continuing Education (CE) credits and cover a topic that is critical for understanding the growing senior market: “Know Your Senior Client.” By 2030, the U.S. will have 73 million retirees—more than double the number in 2000. Many of us provide healthcare guidance and Medicare support to clients aged 65 and older. This presentation will offer insights into the unique challenges and opportunities of this demographic, helping you to better serve your clients. Event Details: Date & Time: October 9, 2024 | 7:30-9:00am Location: Woodland Country Club Topic: Understanding the Final Third of Your Clients’ Lifespan Speaker: Peter Klein, MBA, CFA Perk: Full Breakfast Buffet Register: LINK IN COMMENTS Why attend? Discover strategies for helping clients manage retirement income in an era of extended lifespans and economic challenges. Gain insights from Peter Klein, an expert with over 25 years of experience in the financial industry. Network with colleagues over a full breakfast buffet and gain 2 CE credits. We know schedules are tight, but this event is designed to deliver valuable knowledge and connections in a short, impactful morning session. We hope to see you there! #Insurance #Healthcare #ContinuingEducation #RetirementPlanning #Medicare

The presentation by Dr. Matt Will was fantastic! It was great to have a packed house, and we hope that everyone who attended had an enjoyable time.

It's your LAST CHANCE to register for our breakfast meeting this Thursday, featuring Dr. Matt Will! Register today at https://lnkd.in/gwc8DhR7

It took the Olympic athletes untold hours of training to achieve the peak of their careers. While training in your insurance and benefits career will look a little different, investing in yourself and your education is the only way to bring home the gold! Check out https://lnkd.in/gGF4Nb_n to see all of the great upcoming events today as you seek to learn more and serve your clients better!

There are a lot of fun events coming up! Take a few minutes with board member Dylan J Melling to review what opportunities for learning, networking, and CE are ahead!

You can now register for our next 3 breakfast meetings on our website. We know the next few months are insanely chaotic, so take some time today to get your registrations in and block off that time on your calendar to keep your CE on track and stay current in your industry. Upcoming topics include how the economy impacts the cost of healthcare, understanding senior citizens, and employee mental health and well-being! We've got a variety of topics and CE credits available to serve our wide range of member interests! Register today at https://lnkd.in/gXaMey67 (Pictured are two of our upcoming speakers)

JUST ANNOUNCED: Our CE presenter for the November Breakfast meeting will be Allendale Treatment's Jaime Murphy! This course will focus on evaluating workplace culture and benefits around mental health and substance use disorders. The goal is that each participant will leave with 3 new resources, 2 new pieces of knowledge, and one actionable item to start immediately impacting employee wellbeing. Registration is live for this event, and many others, on our website. Click the link in the comments below to see all upcoming meetings!

78% of Employees Would Take a New Job for Better Benefits Most workers at small (71%) and large companies (63%) have struggled to save long-term for emergencies or retirement because of medical costs. Isaac M. O'Bannon Aug. 13, 2024 Healthcare benefits play an important role when it comes to an employer’s ability to retain and hire employees. More than two-thirds of employees surveyed in a new Intuit QuickBooks survey conducted in collaboration with Allstate Health Solutions said healthcare benefits are second only to salary when considering a job offer, and 78% said they would find a new job if their benefits package was inadequate. These findings and more can be found in the 2024 Intuit QuickBooks Allstate Health Solutions Benefits Survey. Intuit Inc. is the global financial technology platform that makes TurboTax, Credit Karma, QuickBooks, Mailchimp. The survey engaged 1,000 employees from small and large businesses all enrolled in their company’s health insurance plan. With macroeconomic challenges such as rising interest rates and inflation, employees face more challenges when it comes to managing their health benefits costs. In fact, 23% of employees surveyed across small and large companies said they struggle to afford their employer-provided benefits and most workers (62% at smaller and 66% at larger companies) think their monthly contributions are too high. “With the historically low unemployment rates in the US, businesses can’t afford to lose employees in today’s competitive market,” said Laurent Sellier, Senior Vice President, Intuit QuickBooks Payroll Solutions. “Our research shows that employees are placing higher value on health benefits when it comes to their job satisfaction, but many are finding it difficult to manage benefits costs in today’s economic climate. For that reason, maintaining competitive benefits packages at an affordable price is vital to employee retention.”