For employers

Offer a useful lesson without turning work into a sales floor

The employer chooses an educational topic. Employees receive useful information and keep control of any personal follow-up.

Read the guide Review sources

Useful education first. No quote or approval is produced here.

Choose one employee question

A focused session on insurance basics, beneficiary organization, retirement-income questions or life-event preparation is easier to understand than a broad product presentation.

State the role of the session

General education can explain concepts and preparation. Individual recommendations, applications and quotes belong in a separate licensed conversation requested by the employee.

Protect voluntary participation

Attendance and personal follow-up should be voluntary. Employers should not receive an employee’s personal insurance or health information from the session.

Give people a practical takeaway

Worksheets summarize questions and documents people can use with their own professionals.

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Employer session planning pack

A simple audience, topic, timing and communication worksheet for hosts.

Read, print or save the worksheet without providing contact details.

Open the printable worksheet

Choose whether to request professional help

Ordinary insurance inquiries are handled by Ron at RJ Marchiani Insurance Agency, LLC. - A Farmers Agent. Annuity and FinFit inquiries go to a separate partner.

Online contact requests are currently unavailable. Read or print the guide, then take your questions to a qualified professional of your choice. Using this page does not request contact or confirm insurance availability.

Sources and limits

Check the current information

Content updated September 3, 2026. General sources explain the category. Current contracts, program documents and applicable authorities control individual situations.

This page describes the site’s process. Topic pages carry their supporting sources beside the relevant explanation.

Continue

Keep the next step specific

Use the information above with the current documents and appropriately qualified professionals for your situation.

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