Members of the Workplace Benefits Association have been provided with the links to download the manuals and marketing materials below.

1. A communications manual that explains in detail how to articulate the process to the employer.

2. A sample employer pre-approach letter

3. A sample employer telephone approach script

4. A sample employer-interview script.

5. A printable 56-page “Workplace Benefits Planning Guide – Employer Edition^©” that can be printed an unlimited number of times for use with clients (with no fees).

6. A printable tri-fold brochure with a space for including your company logo and contact information.

7. A “Certificate Of Membership”

8. A sample press release announcing your membership into the Workplace Benefits Association. It also includes a submission letter to the publisher / editor.

9. Access to the member’s section of www.workplacebenefits.org where materials are updated weekly (based on the input and recommendations of other members) and fully downloadable with no fees.

10. Employee Benefits Profile

11. Enrollment Workflow Checklist

12. Employee Enrollment Report

13. Sample Independent Contractors Agreement

NEW! - Spanish Speaking Enrollments

• Enrolling Spanish Speakers in Benefits Plans By Melissa Burkhart*

• Spanish – English “Glossary Of Benefits” By Melissa Burkhart*

• Addressing Spanish Speakers’ Resistance to Health Insurance By Melissa Burkhart*

• Safety for Spanish Speakers: Beyond the Language Barrier By: Ferney Colorado & Melissa Burkhart*

* Provided as a courtesy by Melissa Burkhart.

Melissa Burkhart was a teacher and school administrator for ten years, specializing in cross-cultural education and communication. Ferney Colorado, a native of Colombia, has worked side by side with Spanish-speaking immigrants from all over Latin America in a variety of industries including construction, telecommunications, food service and hospitality, and transportation. In 2001, they established Futuro Sólido USA , which provides a wide range of customized Spanish language services and training materials to ensure a solid future for Spanish speaking workers and their employers. (303) 837-8224 www.futurosolidousa.com. 

if you are not yet a member, please click here. The fees to become a member of The Workplace Benefits Association are waived for one year. If a member decides to renew at the end of one year, the membership fee is only $49.00 per year, however there is no obligation to renew a membership, and no payment information is collected until a member does decide to renew.