Author Archives: jensholger78

Broker and Consultant RFP

Business issues: Your organization has used the same broker(s) and consultant(s) for years and, while the relationship seems to work, emerging expectations around plan sponsors serving as a fiduciary under the Consolidated Appropriations Act of 2021 justify a review of all plan service providers. Furthermore, it is possible that relationships that worked for your organizationContinue reading “Broker and Consultant RFP”

Estate Planning and Legacy

Every family, looking at the next generation, hopes to confer advantages that are more than just material and financial – inculcate character and leadership, to inspire creativity and enterprise, to help all family members find and follow their individual callings, and to avoid the financial dependency and loss of initiative that can all too oftenContinue reading “Estate Planning and Legacy”

Insurance Agencies | Consulting for employee benefits value proposition

As president of a regional insurance agency, I was fortunate to lead our wholesale employee benefits division, which served a network of employee benefits sales professionals. These partners used our team to access products and services, such as group and individual health insurance, spending accounts, Medicare products, as well as ancillary group products (dental, vision,Continue reading “Insurance Agencies | Consulting for employee benefits value proposition”

Entrepreneurship, Life Insurance, Content

I am working with a technology entrepreneur on applications of technology to the life insurance market. I started my career in 1998 as a career agent in Northwestern Mutual’s State College district agency while studying at Penn State. Our view is that there is an opportunity to serve this (very large, established, and low growth)Continue reading “Entrepreneurship, Life Insurance, Content”

Life insurance content: “What are the reasons families purchase life insurance?”

I continue to work on a digital insurance strategy to market and implement life insurance solutions. I wrote this post about, “What are the reasons families purchase life insurance?” Enjoy! There are many specific reasons why people buy life insurance: the purchase of a new home, the birth of a new child, and the establishmentContinue reading “Life insurance content: “What are the reasons families purchase life insurance?””

Life insurance content: “What are the reasons businesses purchase life insurance?”

I wrote this content for a digital insurance strategy I am working with. Here is a post about, “What are the reasons businesses purchase life insurance?” Enjoy! There are many planning issues that businesses must consider: general management issues about defining target markets, staffing, and supplier contracts are vital to business success. Other planning mattersContinue reading “Life insurance content: “What are the reasons businesses purchase life insurance?””

Life insurance content: “What is life insurance?”

As I continue to work with this digital insurance strategy, I continue to write some content for the venture. Here is a post I wrote about the question, “What is life insurance?” Enjoy! The Chartered Life Underwriter (CLU) curriculum through The American College included, in 1998, a required textbook for students written by Dr. DanContinue reading “Life insurance content: “What is life insurance?””

Introducing myself!

Thank you for visiting my website! I hope this offers a little insight into my background, interests, and philosophy. As I have posted on my LinkedIn Profile, one of the most influential thinkers on my own life and career was the late Clay Christensen of Harvard Business School. This idea resonates with me strongly: “ManagementContinue reading “Introducing myself!”