Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.
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