Scott Mardis will lead EBA’s Workplace Benefits Renaissance with a pre-conference workshop detailing how healthcare reform has impacted tax-advantaged plans. Mardis, territory manager at Kemper Benefits, wants advisers to leave the session with “a strong understanding of the benefits landscape, how managed care failed and CDHPs came into play.” He also wants to teach “advisers how to use tax-advantaged plans in tandem to provide the most complete coverage.”
“Advisers should be able to provide the best guidance on which tax-advantage plans are best for their clients,” he adds. “Each client is different and one size does not fit all.”
When it comes to CDHPs, advisers should be providing year-round support, Mardis says. “Advisers should help their clients identify the most reliable carriers, administrators and business partners,” he says. “They should be the point of contact for CDHPs and should check regularly throughout the year to ensure its success.”
The conference will be held March 1-3 in Atlantic City. For more information or to register, click here.
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