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"2025 Benefit Stakeholder Cheat Sheet"

Win trust and drive value with stakeholder-specific insights and innovative solutions.

In a crowded benefits marketplace, standing out requires more than standard plan comparisons—it requires insight, strategy, and the ability to connect with leadership priorities. This cheat sheet is designed specifically for benefit brokers and consultants looking to deliver value that resonates with the C-Suite.

Inside, you’ll find profiles of three key decision-makers: CEO, CFO, and HR leaders, detailing their unique business goals, key pain points, and conversation starters that lead to impactful, solution-driven discussions. These insights help you tailor your message to each stakeholder and position innovative benefit solutions as tools for solving broader business challenges, from retention and cost management to executive satisfaction and workforce well-being.

Download now to access actionable insights that will help you solve client issues, stand out from competitors and build stronger relationships with key stakeholders.

The Ultimate Health supplemental insurance policy is underwritten by SiriusPoint America Insurance Company and Transamerica Life Insurance Company. Insurance plans and coverages vary by state. Please contact us to confirm state availability.

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