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The Rough Notes Company Inc.

Producers Blog

    WOMEN AT THE TOP

WOMEN AT THE TOP

Broken Glass Talented team drives agency’s success and carries on a proud tradition Some of us remember when women’s place in the business world was in the steno pool, running the copier, or at the coffee maker. Much has changed since then, but even today women represent only a small percentage of agency owners and executives. Breaking that mold is The Flanders Group, an independent agency based in Pittsford, New

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    TELEMEDICINE AND MORE

TELEMEDICINE AND MORE

Get in front of the competition by providing services beyond just basic health and voluntary benefits When people work hard to earn a paycheck, they carefully consider where and how much of it to spend. Why should the philosophy be any different when it comes to buying insurance? It really isn’t. Working with the right benefits partner can offer more things to talk about and more ways to help your

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LFG’S “TAKE CHARGE” APPROACH TO RETIREMENT PLANS

Benefits Products & Services Understanding consumers and helping them visualize income goals Lincoln Financial Group’s (LFG) retirement  plan advertising tagline—“You’re in charge”—could be an apt slogan for employees in most retirement plans today. Since defined contribution (DC) plans have become the dominant form of retirement plan, supplanting defined benefit pension plans, most employees have to rely on their own saving and investment decisions for their retirement security. One tool LFG

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    Walking the Claims Path with Clients

Walking the Claims Path with Clients

Claims advocates can guide customers through the unfamiliar and sometimes painful process of a claim “The insurance industry says it wants to help the client through the claim process, but it does a terrible job.” That’s an odd statement coming from a successful, service-oriented independent agent. After all, independent agents pride themselves on maintaining relationships based on service. And that is usually the case, says the quoted agent—except when it

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MANAGING ABSENCES

Benefits Products & Services Sun Life Summit tackles the tough issue of health-related absences When an employee is absent from work due to health reasons, it can bring out the worst or the best in other employees. “She’s sick again?” someone mutters in a tone that is both irritated and skeptical. “I guess I’ll be doing her work and mine again today.” Others rally behind an employee who faces a

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