Members ask staff questions staff can't answer
Personal insurance questions arrive at the association even though member services isn't set up to answer them.
Associations & membership organizations
Extend the value of membership through life's benefit transitions.
Benefits Beyond Work is most relevant for associations whose membership contains meaningful populations approaching Medicare, preparing for retirement, losing coverage, or experiencing other benefit transitions.
Why this population matters
Fit depends on the membership profile.
Association fit isn't about category — it's about whether the membership actually includes meaningful numbers of people facing these transitions. Where it does, education and individual support are among the more useful things a membership can offer.
Membership often spans a career
Long-term members reach Medicare and retirement while still members, which makes the transition a membership moment.
Members are geographically spread
Virtual education and consultations work across a distributed membership.
Qualification
Where we tend to fit best.
Benefits Beyond Work isn't the right resource for every organization. It may be particularly relevant when you have:
- A membership with meaningful numbers approaching Medicare or retirement
- Members who are self-employed or without workplace benefits
- Members experiencing coverage or employment transitions
- Interest in member education rather than an insurance help desk
- A distributed membership better served virtually
- A desire to give members an individual-support destination after general education
Industry, size, and geography don’t determine fit on their own. The presence of a meaningful transitioning population does.
Populations
Populations we can support.
We start with the population, not a product set. What's needed depends on what's changing.
- Approaching Medicare
- Medicare Eligible
- Preparing for Retirement
- Retired Members
- Working Beyond 65
- Members Without Workplace Coverage
Examples of organizations in this category
These are examples of environments where these populations may be concentrated. They are not a statement that every organization in the category is a fit.
- Professional Associations
- Trade Associations
- Statewide Associations
- Membership Organizations
- Affinity Organizations
The support
How Benefits Beyond Work can help.
Some populations need education. Some need individual help. Many need both.
Member education
Virtual educational sessions your members can attend without travel.
Educational content
Material members can read on their own time, before questions become decisions.
Individual consultations
Members and their households can get one-to-one help when general education isn't enough.
An ongoing relationship
Members keep a personal-insurance point of contact as their needs change.
Relevant solution areas
What tends to be relevant for this population.
Relevance matters more than filling a grid. Depending on the person's situation, one area or several may need attention.
Medicare
PrimaryEducation and personal coverage guidance for Medicare-eligible members and households.
Healthcare
SignificantPersonal medical, dental, vision, and supplemental health options when workplace coverage isn't available, is changing, or needs additional support.
Retirement
ContextualInsurance-based retirement and income-protection solutions for members preparing for or living in retirement.
Legacy
ContextualLife insurance and protection review, beneficiary preparedness across financial accounts, and household benefit continuity as members and their families plan ahead.
Positioning
Built to complement the existing benefits ecosystem.
Benefits Beyond Work is not affiliated with or endorsed by any association, and we do not administer association programs. We provide education and access to individual support so your team doesn't have to become an insurance help desk.
Virtual education
Virtual education for your people.
Where the membership profile supports it, virtual Medicare and retirement education is usually the most scalable way to reach members before individual decisions have to be made.
Medicare Education
Virtual educational sessions covering the Medicare landscape, considerations for people approaching eligibility, Medicare alongside workplace coverage, and what a transition may mean for a household.
Retirement Education
Virtual educational sessions on preparing for retirement-related benefit changes, delivered with appropriately licensed professionals through our retirement services partner.
Virtual educational sessions are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.
Relevant use cases
What this often looks like.
A member education series
A recurring virtual session for members approaching Medicare.
Members without workplace benefits
Self-employed members need personal healthcare and protection options.
Retiring members
Members leaving work want to understand what changes and what continues.
Let's look at your membership profile.
Tell us who your members are and what transitions they're facing. Fit depends on the population, not the category.
Related
Other places these needs show up.
Unions & Member Organizations
Benefits Beyond Work may be relevant where member populations include meaningful numbers approaching Medicare, retirement, or changes in workplace ...
Medicare & Retirement Transitions
Approaching Medicare and moving into retirement are two of the largest benefit transitions a person goes through — and they usually arrive together...
Rural Organizations
Rural geography alone is not a qualification. The organization should still have a meaningful population experiencing Medicare, retirement, eligibi...
Benefits Beyond Work is not affiliated with or endorsed by any government entity, union, or association. Product, carrier, and producer availability vary by state.