Boomers in for a bumpy retirement
Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.
Adviser strategies
Small businesses afford major opportunity for advisers
These firms employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan.
Benefits Think ‘Adulting’ benefits: Employers’ new solution to burned-out employees
Advisers can work with clients to put in place convenience benefits as a way to help workers alleviate errand paralysis and simplify the incessant responsibilities of life.
Ann D. Clark
ACI Specialty Benefits
Advisers make the difference in boomer retirement confidence
Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.
Benefits Think States leading the way on retirement readiness
Can state-mandated retirement plans be the start of a national blueprint?
Walden Siew
Arizent
Benefits Think Breaking through the technology noise
Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.
Ron Goldstein
Choice Administrators
Zywave’s system aims to automate commission tracking
The company has made changes to its BrokerageBuilder platform to help advisers compare and input statements.
How brokers can lift their game and reach the C-suite
Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.
Benefits Think Here’s what you need to know when adding a 401(k) to your portfolio
Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.
Roger Lee
Human Interest
Helping clients build a better 401(k)
How state mandated employer-provided retirement plans may pave the path for a national model.
Benefits Think 4 drivers of healthcare costs — and what advisers should do
Brokers can generate client savings by focusing on frequency and severity of claims.
Benefits Think 4 trends reshaping health insurance
From the Affordable Care Act to growing amounts of health data, here’s what employers need to know.
Ron Goldstein
Choice Administrators
Benefits Think 3 HR questions to ask your prospects
More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.
Alex Tolbert
BerniePortal
Benefits Think Top 5 health insurance trends to watch
From the Affordable Care Act to growing amounts of health data, here’s what advisers need to know.
Ron Goldstein
Choice Administrators
7 ways employers can defuse tax season stress
Submitting taxes can be stressful. Here are tips to help companies best prepare.
Teaching job provides launching pad for benefits career
Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.
The true cost of ignoring mental health in the workplace
Mental health problems can trigger life threatening medical conditions. Here's why clients should get involved and how benefits can help.
Former history teacher ‘accidentally’ becomes benefits adviser
One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.
Adviser tries to appeal to millennial workers with new benefits
“That’s my favorite part about this job, that I get to be creative and bring those solutions,” says Rising Star adviser Danielle Schweiger.
Benefits Think To improve sales results, here’s one weekly habit to adopt
Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.
Jack Kwicien
Daymark Advisors