How Should I Prepare for Open Enrollment? with Special Guests from BIS Benefits President Ray Bachman and Account Manager John Schmidt
Host Jeff Bernier, CFP®, ChFC, CFS welcomes BIS Benefits, a Georgia company serving businesses for over 24 years to help develop benefit plans, President Ray Bachman and Account Manager John Schmidt.
Ray and John share what you should think about as you choose options and choose how to fund them during open enrollment. In addition, they talk about costly mistakes they’ve seen made and how you can prevent them (reviewing beneficiary designations, long-term disability coverage for high-earners, making sure your doctors are in network).
Click here to view full video!
We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.