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5 Strategies to Separate Your Services From the Pack

  • Posted on August 24, 2017
  • by Admin

1. Level Funded Premium. Our plans pay 10% commission on the total premium. We call these plans “return of premium” plans. I -you don’t use all your claims dollars, you get an end of year refund. But, here’s the deal: find the least expensive HDHP option. Employers can’t get a lower plan cost than bronze.

2. Group GAP plans. Millions of Seniors purchase Medigap plans to fill in holes in Medicare A&B. Employer groups can offer the same strategy. Offer workers several Group “GAP” plans to fill in holes in HDHPs. Learn more about GAP coverage: http://cheltenbenefitsgroup.com/medigap-rest-us/

3. Smartphone Video Benefits App. Let your employees “watch” 60 second video clips of all their benefits 24/7! HR personnel and employees love this service, and your competition doesn’t offer it. Samples available at http://cheltenbenefitsgroup.com/communications/.

4. Stryde Cost Recovery Services. Let’s face it, at some point, we won’t be able to find any more health plan savings. You may be there already and yet your client won’t listen. They want savings. Look beyond health costs for your answer. You can now offer a cost audit service that recovers taxes, overpaid utilities, uncovers federal credits and more. Just show them our 60 second calculator and they will marvel at how much money you have recovered for them. To learn more, contact us.

5. Business Owner’s Retirement Plan. We represent Commercial Lenders willing to lend your clients $1,000,000 or more on an “interest only” basis. These funds are then deposited into an Index account, for the Owner’s benefit, free from market risk, growing tax deferred.At retirement, the Owner can receive lifetime proceeds “tax free”. At the Owner’s death, the loan is repaid and any remaining funds are distributed to the Owner’s beneficiaries, tax free. http://cheltenbenefitsgroup.com/business-owners-retirement-plan/

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Your clients and prospects, like an business, are looking for a competitive edge to grow and stay viable in their market segment. This is usually achieved by the slow and challenging methods of selling more, working harder, or cutting the costs of their labor or goods. The truth is simply this – the easiest way for most businesses to reduce expenses is by recovering excess taxes, overpaid invoices, contractor fees, regulatory fines, and other such expenses (and avoiding such expenses in the future). Helping your clients and prospects through this process makes you an invaluable resources and will help your book of business to grow just as you are helping theirs. To illustrate, review the case study below.

– John S, one of our GMG representatives, had business appointments in New York and was staying for a week at this Holiday Inn.  He knew that like many major hotel franchise chains, Holiday Inn required its franchise owners to renovate their hotels.  Many of these hotels already had costed $5,000,000 or more to build or buy and now these renovations were costing another $1,000,000 or more.
  
John asked to speak to the hotel’s General Manager. He introduced himself, explained what GMG does and how GMG recovers an average $240,000 in overpaid business expenses and taxes. He explained to the GM that it only takes 60 seconds to estimate how much GMG could recover for that Holiday Inn. He opened up (www.taxsavingsestimator.com) on his smartphone and in less than one minute demonstrated not just $240,000 but over $2,500,00 in savings and recoverable expenses.
 
Two months later, GMG has actually uncovered/recovered $3,600,000 for the hotel! John is now being invited to meet with other Holiday Inn franchise owners and their CPA’s. No more cold calling for John! He has plenty of referrals. –

To learn more about tax classification, business expense control, and how these solutions can benefit your clients, contact us.

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The Manufacturing Incentives (R&D Tax Credit) benefit is a federal program designed for your clients that perform manufacturing in the U.S. This program is listed under Section 41 of the IRC (Internal Revenue Code)  The Manufacturing Incentives benefit provides an avenue to receive ‘tax money’ back from prior years while also reducing current taxable income on a dollar-for-dollar basis. Targeted industries include Manufacturing, Engineering, Software, and Chemical & Pharmaceutical companies.

The National R&D Tax Credit average is over $25,000 per $1,000,000 in total company payroll. This can help your clients to appreciate your value and free up valuable funds for other products or services you may want to sell them. Minimum requirements include that the business has at least $1.5M in annual payroll and has paid Federal taxes within the last 3 years or plans to in the current year.

To learn more about the R&D Tax Credit and other opportunities for you and your clients and prospects, meet with Chelten Benefits Group.

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shutterstock_133973063 - 1200x800Tax law, business classification, accounts payable, regulatory fees – there are many ways for a business today to unintentionally pay more than their share. Taking the time to assess these factors and manage them can result in significant cost reduction and expense recovery. This translates into large opportunities for agents to strengthen client relationships and find new ways to clost deals. To illustrate, we provide you with a case study:

David, an Insurance Agent selling Property & Casualty insurance in Ohio, recently became a GMG/Stryde representative.  He immediately began calling his existing clients to introduce the GMG business cost recovery audit service he was now offering his clients.

One such client was a Commercial Investment Property Group with 12 properties he already was insuring for P&C coverages.  Over lunch with his client, he showed his 60 second tax savings online calculator (www.taxsavingsestimator.com).  On just one property, he calculated a $195,000 cost recovery available to the client!

Six months later, GMG has completed its audit and recovered $1,500,000 in tax credits for the client! The CPA representing the client has just referred David to several of his best clients.  David has also sold the client a business owner’s retirement plan which generated $155,000 in commission!

Chelten Benefits Group provides this service directly to your clients, or makes the tools available for you to use yourself – whatever works best for you! To learn more about how this works and what it can do for your clients and prospects (and you), contact us.

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Joint Work for Agency Growth

  • Posted on June 20, 2017
  • by Admin

Clients are always seeking to lower costs. But costs can only go so low. Bring your clients new opportunities to save costs in other areas, increasing your value proposition and strengthening your relationships. The 15-5 Agency Growth Program allows you and your clients to benefit from expense reduction and cost recovery while parachuting you into more new prospects.

Government tax credits, overpaid invoices, and a variety of other factors contribute to the average business losing tens of thousands – even hundreds of thousands a year. Want to help your clients get it back and increase your commissions in the process? Watch the video to learn more.

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shutterstock_252811903 - Copy1. Group GAP plans. Millions of Seniors purchase Medigap plans to fill in holes in Medicare A&B. Employer groups can offer the same strategy. Offer workers several Group “GAP” plans to fill in holes in HDHPs. Learn more about GAP coverage: http://cheltenbenefitsgroup.com/medigap-rest-us/

2. Return of Premium. Our plans pay 10% commission on the total premium. If you don’t use all your claims dollars, you get a refund at the end of the year. This works with Bronze HDHP plans for more health-conscious consumers.

3. Smartphone-Compatible Benefits Videos. Communicate coverage quickly and accessibly through 60 second video clips of all their benefits 24/7! HR personnel and employees love this service, and your competition doesn’t offer it. Samples available at http://cheltenbenefitsgroup.com/communications/.

4. Stryde/GMG Cost Recovery Services. Let’s face it, at some point, we won’t be able to find any more health plan savings. You may be there already and yet your client won’t listen. They want savings. Look beyond health costs for your answer. You can now offer a cost audit service that recovers taxes, overpaid utilities, uncovers federal credits and more. Just show them our 60 second calculator and they will marvel at how much money you have recovered for them. To learn more, contact us.

5. Joint Work 15/5 Agency Growth Plan. Leveraging Stryde Services to enhance client revenue, we parachute you into new prospects seeking similar cost recovery solutions. These prospects become your next batch of Stryde clients as well your next batch of benefits prospects. We can even sell the Stryde services on your behalf as part of a joint work program! Learn more: http://cheltenbenefitsgroup.com/joint-work-15-5-agency-growth-program/.

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New Stryde Video Sales Tools for Benefits Agents

  • Posted on May 15, 2017
  • by Admin

Our new Stryde videos help agents bring GMG/Stryde cost reduction and expense recovery solutions to prospects and clients across more verticals with targeted messaging. The Stryde program can work for virtually any organization, but our new video target some of the most significant and relevant business sectors, including healthcare, hospitality, and more.

We’ve also created a new video the 15-5 Agency Growth plan leveraging Stryde Solutions to bring agents fruitful joint work opportunities. Click on the image below to visit the new and improved Stryde video page!

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Joint Work 15-5 Agency Growth Program

  • Posted on May 2, 2017
  • by Admin

Are your benefits agency commissions are being cut by ACA? Are you searching for new revenue solutions? Chelten Benefits Group “15-5 Agency Growth” value proposition is bringing new revenue opportunities to agencies of all shapes and sizes.

Just introduce us to 15 suitable business clients you currently represent (commercial property owners, auto dealers, manufacturers, restaurants, engineering, etc.). Over the next 12 months, we’ll earn your agency $300,000 new revenue and parachute you into 15 new business clients. Want to know more? Check out the infographic below and visit our new page.

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The Chelten Benefits Team is a Senior Agent with Stryde Solutions. Our team works with clients to identify Specialized Tax Incentives and Expense Reductions. Stryde Solutions has captured over $300M in benefits for clients. Stryde offers opportunities to increase revenues from your current clientele and gain access to a variety of new clients. We stand head and shoulders above the crowd for the following reasons:

* Bring clients hundreds of thousands in revenue with zero upfront fees.

* Access direct mail lead gen program to sky rocket your sales.

* Manage your entire business from a hi-tech marketing portal.

* No other company in the world has as many cutting edge services to offer.

Ready to take the next step? Click here to learn more.

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Premium Saver – How Does It Work?

  • Posted on April 4, 2017
  • by Admin

Premium Saver offers significant cost reductions for employers and employees alike when managing ACA compliance and claims. HDHPs provide low monthly costs for employees and employers, but the insured can incur high out of pocket expenses prior to significant plan assistance. Premium Saver helps cover the spread, reducing out of pocket maximums to manageable levels. Click on the video below to learn more about this service and how you can communicate its benefits to your clients and prospects.

To learn more, contact us!

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