At JA Benefits, our clients know to expect a strategic, proactive approach when it comes to compliance within the benefits advisor relationship.
We believe in supplying relevant and industry-leading conversations, topics and knowledge and providing access to resources to help you stay compliant. This means the confusion and stress associated with remaining compliant is a thing of the past when you work with our expert advisors.
We work every day to take a proactive approach with our strategically developed and consistently executed CAP – Compliance Action Plan.
Having a dedicated team of experts by your side to help navigate the ever-changing world of compliance is a benefit you should have access to.
Don’t go at it alone when it comes to the piles of paperwork and regulations. Technology can only go so far. You need a real partner to help keep you on track.
How does JA engage in the compliance conversation?
When it comes to compliance, we understand it is important to not only have a strategy but to ensure there is a clear process for how you will execute it.
This is where the AIM method comes in. The AIM method is a simply an acronym that addresses the three pillars that are critical to a strong compliance strategy.
We Assess … your current situation to ensure you are compliant and discuss challenges and future needs.
We Inform (and educate) … From technology to newsletters to webinars, we put a communication strategy in place to keep you informed of compliance changes, upcoming dates and key compliance needs.
We Manage… A true differentiator. JA gives you access to a knowledgeable team of in-house experts (yes, real people) that have the capability to leverage the shared knowledge of a nationwide network of compliance and legal professionals to answer all of your questions efficiently and, most importantly, accurately.