《A Survey of Worksite Marketing Producers》.pdf

R e p o r t Heard on the Street A Survey of Worksite Marketing Producers 117); Project Director: Ron Neyer, CLU, ChFC, Distribution Research, Rneyer@ he worksite marketing landscape continues to evolve. While overall voluntary sales have recently slowed, opportunities still exist as companies and producers continue to look for innovative ways to meet customers’ needs. Trends such as increased product awareness and improved enrollment and administration technologies warrant an optimistic view of future worksite sales. So what’s the word on the street? What are producers who sell voluntary products saying? How do they view the current worksite landscape? This report examines the salesperson’s perspective, focusing on worksite producers’ views regarding the current environment, the customers they work with, and the marketing approaches and enrollment methods they use when selling voluntary products. Key findings are presented with additional results available in the Appendix. The report gauges producer opinion on several topics, including: LIMRA International and the Mass ● The impact of consumer-driven health care Marketing Insurance Institute (MI2) ● Saturation/participation levels of voluntary offerings j oined forces to survey producers on ● Employer receptivity to voluntary benefits and their these is