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Associations & membership organizations

Extend the Value of Membership Through Life’s Benefit Transitions

Your members turn to you for resources and support. Medicare, retirement, and changes in workplace coverage create another opportunity to provide meaningful value.Benefits Beyond Work™ gives members access to education and individual support without asking your organization to become the insurance help desk.

Do You Have Members Who Are…

  • Approaching Medicare?
  • Preparing for retirement?
  • Working beyond 65?
  • Leaving employment?
  • Losing or changing workplace coverage?

If these transitions are showing up across your population, Benefits Beyond Work may be a useful resource.

Why this transition matters

Some member questions extend beyond member services.

Some member questions extend beyond general member-service resources. Providing a resource extends the value of membership while keeping individual insurance conversations with us.

  • Some questions extend beyond member services

    Some member questions extend beyond general member-service resources.

  • Membership often spans a career

    Members may reach Medicare eligibility or retirement while still members, which can make the transition a membership moment.

  • Members are geographically spread

    Virtual education and consultations work across a distributed membership.

How we help

From Group Education to Individual Help.

Educate members at scale. Then give those who need additional help somewhere to turn.

Relevant support

  • Medicare Education
  • Retirement Education
  • Coverage & Benefit Transition Support
  • Individual & Household Guidance
  • Member education

    Webinars 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.

Virtual education

Virtual education for your people.

Where the membership includes members approaching Medicare eligibility or retirement, virtual education provides a scalable way to reach a distributed membership before individual decisions need to be made.

Two educational offerings are available today. Review them, then request a webinar — a Benefits Beyond Work representative follows up to learn more about your audience, objectives, timing, and educational needs.

  • Medicare Education

    Webinars covering the Medicare landscape, considerations for people approaching eligibility, Medicare alongside workplace coverage, and what a transition may mean for a household.

  • Retirement Education

    Webinars on preparing for retirement-related benefit changes, delivered with appropriately licensed professionals through our retirement services partner.

Webinars are generally available for groups of 10 or more anticipated participants. Have a smaller group? Contact us to explore available options.

Individual & household support

Group education, then one-to-one help.

After a session ends, the remaining questions are personal — timing, household, and state all matter. People who want individual help can meet with us directly.

  • Approaching Medicare
  • Medicare Eligible
  • Preparing for Retirement
  • Retired Members
  • Working Beyond 65
  • Members Without Workplace Coverage

A spouse or household member may have a different coverage and eligibility situation, so we look at the household together rather than one person in isolation.

Positioning

Built to Complement What You Already Provide.

Benefits Beyond Work is designed to complement the member resources and communications already in place.

Relevant insurance solutions

What tends to be relevant for this population.

Depending on the person's situation, one or several of these areas may become relevant.

Relevant use cases

What this often looks like.

  1. A member education series

    A recurring virtual session for members approaching Medicare.

  2. Members without workplace benefits

    Members without workplace benefits may ask about individual healthcare and protection options.

  3. Retiring members

    Members leaving work may want to understand what changes and what continues.

Which Members Are Facing a Benefit Transition?

Tell us about your membership and we'll walk through education and individual support options.

Related

Other places these needs show up.

  • Unions & Member Organizations

    Members may spend decades relying on workplace and negotiated benefits. Medicare eligibility, retirement, leaving employment, or changes in coverag...

  • Medicare & Retirement Transitions

    Approaching Medicare eligibility and moving into retirement are two significant benefit transitions. They are separate transitions, and for some in...

  • Rural Organizations

    If you support employees, members, or households experiencing Medicare, retirement, eligibility, or employment-related transitions, virtual deliver...

Benefits Beyond Work is an independent personal insurance agency and is not affiliated with any government agency. Product, carrier, and producer availability vary by state.