Start with the people
We start with the employees, members, or households experiencing a transition, then work out how best to reach them.
Rural organizations
Specialized transition support shouldn't depend on ZIP code.
If you support employees, members, or households experiencing Medicare, retirement, eligibility, or employment-related transitions, virtual delivery can reduce geographic barriers to specialized education and individual support.
Why this population matters
The issue is access, not different needs.
Rural employees and members do not have different Medicare or retirement needs. What can differ is convenient access to someone who works with these transitions regularly. Virtual delivery can reduce geographic barriers to specialized education and individual support.
Distance shouldn't limit specialization
Virtual sessions and individual consultations can be made available regardless of where someone lives or works.
Distributed populations still need follow-through
General education raises individual questions, and those can be handled virtually too.
How we help
How Benefits Beyond Work can help.
Some populations need education. Some need individual help. Many need both.
Virtual education
Sessions delivered wherever people are, with no travel required.
Virtual individual consultations
One-to-one support by phone or video on the person's schedule.
Household perspective
Spouses and dependents may face different timing and coverage situations.
A continuing relationship
The point of contact doesn't change because someone lives far from a city.
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 meaningful population approaching Medicare or retirement
- Employees or members working beyond age 65
- Part-time, seasonal, or reduced-hours populations outside benefit eligibility
- Recurring employment or benefit transitions
- People spread across a wide geography where in-person delivery is impractical
- A need for individual support that doesn't require travel
Virtual education
Virtual education for your people.
Where employees, members, or households are approaching Medicare eligibility or retirement, virtual education provides a scalable way to reach a distributed population.
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
- Preparing for Retirement
- Working Beyond 65
- Part-Time & Seasonal
- Loss of Benefit Eligibility
- Leaving Employment
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 the existing benefits ecosystem.
Benefits Beyond Work complements whatever already exists locally — benefits, brokers, consultants, and community resources. We add specialized transition education and individual support, delivered virtually.
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.
A district spread across a county
One virtual session can reach staff across buildings.
A cooperative with dispersed crews
Employees can attend across service centers, worksites, or from home.
Members across a state
A distributed membership can access the same virtual education and individual support.
Tell us about the people you support.
Tell us who is experiencing a transition, and we will walk through how virtual education and individual support could work.
Related
Other places these needs show up.
Public Utilities & Cooperatives
When employees approach Medicare, retirement, or the transition beyond active workplace benefits, give them somewhere to turn for the individual de...
K–12 & Education
Your employees spend their careers supporting others. When Medicare, retirement, or a change in benefit eligibility approaches, give them somewhere...
Associations & Membership Organizations
Your members turn to you for resources and support. Medicare, retirement, and changes in workplace coverage create another opportunity to provide m...
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.