Health and Welfare Self-Assessment

Reflect on your current program to make next year a better year!

This is a good time to look back and take stock of the current state of your company's benefit plans.

As in other areas of your responsibilities, whether personal or business, a periodic, objective appraisal without the deadline pressures of renewals or enrollments can serve to improve performance going forward. Proper planning could help avoid some of the wear, tear and stress that many executives experience at year end.

Use the Action Plan to help you make the coming year a better insurance year.

Action Plan

• Download and take a self-assessment.

• Add any other concerns you have to the self-assessment.

• Consider a benefits audit.

• Have discussions with employees and other executives to get feedback.

• Set goals for remainder of the year.

• Contact Swerdlin Benefits Company to prepare benefits business plan and accomplish goals for the upcoming year.

Download the self-assessment

Contact Swerdlin Benefits Company

Dell Kubler
678.775.5578
dkubler@swerdlin.net