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Annual enrollment season is your chance to get the most out of the benefits your company offers. But how can you ensure you’re making strategic decisions about what is best for you and your family?
Speaking with an Ayco coach can help you feel confident you’re making the right benefit elections for your personal situation by combining best practices, the tools available to you and their deep knowledge of the benefits your company offers.
Ayco coaches are highly trained in all things healthcare-related (from your company-sponsored medical plans, FSAs and HSAs to Medicare), as well as all the other company benefits available to you, like a 401(k) retirement plan.
Where you stand financially today, your current situation and your future goals all play a part in determining your benefit elections. When you speak with an Ayco coach, you can expect questions like the ones below to guide your decision-making. Don’t worry; you don’t have to have all of the answers before you call. Your coach will guide the conversation and tailor your discussion based on your needs and experience.
You drive the focus of your conversation with your coach. Based on your financial and personal priorities, your coach will help you review and make decisions about your benefits options.
Your coach can help you develop a financial plan (if you don’t have one already) or strengthen your plan by incorporating your benefits.
If one call isn’t enough time to cover everything, you can always schedule more calls with your coach to review additional questions or concerns as they arise.
Each call with a coach is a chance for you to have one-on-one time with a financial professional who is focused on your goals and needs. From basic to complex, your coach will meet you where you are financially and explain concepts in a way that you understand. Our goal is for you to leave every call with a better sense of where you are now, a plan of action to get you where you want to go and a solid relationship with a coach who can continue to help you along the journey.
If you have Ayco as a company benefit, register or log in to schedule an appointment with a coach and access other Annual Enrollment resources.
Insights from Ayco InnerCircle 2021
By Brandon Ross