Employee benefits packages are critical elements in the data-gathering phase in personal financial planning, including everything from gym memberships to education reimbursement and from transportation incentives to free meals. This can be confusing, but when correctly applied, these benefits can form the foundation of a client's personal financial plan.

In this audiovisual CPE course, Tom Tillery explains group insurance and employee benefits, so you can help your employer clients navigate the complex maze and create a competitive advantage.