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K–12 & education

Help Education Workforces Prepare for What’s Next

Your employees spend their careers supporting others. When Medicare, retirement, or a change in benefit eligibility approaches, give them somewhere to turn for what comes next.Benefits Beyond Work™ extends your existing benefits resources with education and individual support for employees navigating the transition beyond workplace benefits.

Do You Have Employees Who Are…

  • Approaching Medicare?
  • Preparing for retirement?
  • Continuing to work beyond 65?
  • Moving from full-time to part-time?
  • Leaving the district or workplace coverage?

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

Why this transition matters

Plan education around your workforce.

If you have employees preparing to retire around a common point in the school year, virtual education can give them an opportunity to prepare before individual decisions need to be made.

  • A calendar you can plan around

    Where retirements are grouped around a point in the school year, education can be scheduled ahead of it.

  • Support staff may sit outside eligibility

    Individual healthcare guidance is available for employees whose roles may fall outside plan eligibility.

  • Employees working beyond 65

    For employees continuing to work beyond 65, questions may come up about how Medicare and district coverage could interact.

How we help

Give Them a Resource for What's Next.

Virtual education your staff can attend from any building, plus individual help for the people who want to talk through their own timing.

Relevant support

  • Medicare Education
  • Retirement Education
  • Coverage & Benefit Transition Support
  • Individual & Household Guidance
  • Virtual education that fits a school schedule

    Sessions delivered virtually so staff across buildings can attend without travel or coverage issues.

  • Individual consultations

    After a general session, employees can get one-to-one help with their own timing and household.

  • Household perspective

    A spouse's coverage situation and Medicare timing may be different from the employee's.

  • Support for staff outside eligibility

    Individual healthcare guidance for employees whose roles may fall outside plan eligibility.

Virtual education

Virtual education for your people.

Virtual education provides a scalable way to reach staff across buildings, and can be scheduled ahead of a group preparing to retire.

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.

  • Teachers
  • Administrators
  • Support Staff
  • Employees Approaching Medicare
  • Employees Preparing for Retirement
  • Employees Working Beyond 65
  • Part-Time Employees

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 Your Existing Benefits.

Benefits Beyond Work works alongside your district benefits, retirement resources, brokers, and consultants. As an independent personal insurance agency, we are not affiliated with any government agency.

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.

Portability & conversion

Some workplace benefits may include continuation, portability, or conversion options, so we look at what can be kept before considering what may need to be replaced. These are transition considerations rather than a separate solution area, and plan provisions control what is actually available.

Relevant use cases

What this often looks like.

  1. A spring pre-retirement session

    Staff planning to retire at the end of the school year may want to understand coverage timing beforehand.

  2. Turning 65 while still teaching

    Employees continuing to work beyond 65 may have questions about Medicare alongside district coverage.

  3. Part-time support staff

    Employees whose roles fall outside plan eligibility may ask about individual healthcare guidance.

Who on Your Staff Is Approaching What's Next?

Tell us about the employees approaching Medicare or retirement and how your year is structured.

Related

Other places these needs show up.

  • Public Sector & Government

    Employees may spend decades in public service. As Medicare, retirement, or the transition away from active workplace benefits approaches, give them...

  • 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.