Here are three powerful ways to use Asset-Map to engage corporate benefits clients and win more business.
Use Case 1: Visualize the Total Rewards Package 🗺️
Your first step is to demonstrate a comprehensive understanding of the company's existing benefits. You can achieve this by creating a single Asset-Map that represents an "average" executive or employee persona.
This map serves as a total rewards visualization, showing that you've done your homework on their current supported benefits.
What to include on the map:
Cash Flows: Salary, bonuses, matching program contributions, and other benefit payments to show the company's total annual financial commitment.
Assets & Plans: Include qualified and non-qualified plans, HSAs, pensions, stock purchase plans, and stock options.
Insurance: Detail all company-provided insurance such as Health, Life, and Disability, as well as any executive carve-outs or other voluntary coverages.
By building this robust, single visual of everything the company manages, you'll impress the executives and HR team, who will see that you grasp the complexity of their programs. Use this visual to pivot the conversation toward opportunities for improvement. You can frame the discussion by saying:
"We took the liberty of creating an Asset-Map Report of the benefits here... This is exceptional... These programs are typical...
This area, however, is where we see some room for improvement...".
You can even create a second version of the Asset-Map using Stencil™ placeholders to show what competitor plans include, making it clear where you would recommend adding a deferred compensation plan or other solutions.
Use Case 2: Pinpoint Financial Gaps with Target-Maps 🎯
After presenting the overall Asset-Map, use a Target-Map to illustrate how well the "average" employee is funded for critical life events like retirement or disability. This approach makes potential shortfalls tangible and compelling.
For example, a disability Target-Map can reveal that a standard group policy, which may only cover 60% of base compensation, leaves highly-compensated executives significantly underinsured and at risk of losing millions in future earnings. This creates an opportunity to propose a company-sponsored, guaranteed-issue carve-out plan to cover the gap.
Similarly, a retirement Target-Map can show how underfunded most employees are and calculate the monthly savings needed to reach their goals. You can also use multiple Target-Maps for different employee personas (e.g., executives vs. rank-and-file employees) to demonstrate why the current benefits structure may not meet everyone's needs.
Use Case 3: Build Relationships with Personal Maps 🤝
During your presentation, it's common for an executive in the room to express interest in getting their own personal Asset-Map. This is a prime relationship-building opportunity.
You can respond by offering to create a map for them and providing a branded link where they can begin the process themselves. After they've entered their information, you can quickly review it, make corrections, and add valuable insights in the Notes feature before sending the completed Asset-Map back to them.
This simple, high-value gesture proves you're on their team and can lead to significant new business, often without needing a full follow-up presentation. The visual nature of the Asset-Map helps decision-makers remember the conversation spatially, referring to "that box up in the corner that we changed," which reinforces your role as their trusted advisor.
9/2025