Benefits presentation
For clients & families
Your live benefits presentation
Meet face to face with your advisor on Zoom — a visual walkthrough of plan options, what’s covered, brochures, and next steps. No software to install; register below and join when your session is live.
What we cover in your session
These presentations are for you — not agent training. Your advisor shares materials on screen so you can compare choices clearly.
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Benefits & coverages
Understand what’s included — medical, Rx, dental, vision, and other benefits in plain language.
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Brochures & summaries
Review carrier brochures, benefit summaries, and enrollment guides together on screen.
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Plan options
Compare networks, premiums, deductibles, and copays so you can choose what fits your situation.
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Your questions
Ask about eligibility, doctors, prescriptions, and enrollment timing in a private, conversational format.
Your scheduled sessions
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How to join on Zoom
When your session is live, click Join presentation. Zoom opens in your browser or app. Use the name and email you registered with. If your advisor shared a passcode, you may need it at join time.