(828) 274-0959dustin@cbwadvisors.com

Category archive: Finance

PointsPassport by Wellness401k

October 27, 2012DustinControl, Finance

PointsPassport is the easy to use, employee centered, wellness and safety points reward system. Promote and reward behaviors that lead to healthy and more productive lives.

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Spectrum of Risk

October 16, 2012DustinFinanceno comments

Clearly communicate the concept of the “Spectrum of Risk” with a suite of handouts and presentations designed to create interest and curiosity in the CBWA program.

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Renewal Advantage

October 15, 2012DustinFinanceno comments

Offer your customers and prospects the security of the renewal advantage process; opening up the renewal process to 100% transparency allowing you to focus on the other 4 steps of risk management. Avoid the “Finance” Game Trap the Traditional Benefits Broker.

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I think you are approaching it from a totally different angle - when people hear insurance they say - oh no, not another one! Using this appraoch you are going to get your foot in the door before any other broker is -- all at the same time doing something magnificant because their health is at stake.
Mary Allen
the Tedrick Group
The most exciting thing about becoming a CBWA is that I can now bring risk Managemen to benefits. CFOs have a focus to better manage the assests of a company--so they are numbers people. We can now have that conversation and talk their language"
John Basten
MidState Group
If I were talking to a broker that is a competitor within our area I would tell him nothing. Otherwise I would tell them to get there as soon as possible.
James Neuner
Winder Dent, Missouri
Prior to our folks attending the Benefit and Wellness Institute, I was highly concerned about our benefits department future and even how to budget. After our three folks returned from The Institute, they and I can now really see the unbelievable opportunity with the Affordable Care Act and the Institute process. (Just like your Workers' Comp process) We're going to increase our benefits revenue target for the last six months of 2013. Thanks for creating another process to help us…
Owen Taylor
Owner, Owen-Dunn Insurance
If they are in our geographic area, then I'd tell them that CBWA is a complete waste of time! Everyone else I'd say that you can't really be in the benefits game without this approach and tools.
Stephen Dematteo
York International, New York
Only get involved in this if you're more than 100 miles away from me. I would rather be the only agent around using this concept.
Skip Daughtry
Beauchamp McSpadden, Indiana