Here’s what brokers can do to keep their edge
While advisers might recommend voluntary non-medical benefits to employers, many often lack the personal experience of having them in their own benefits packages.
Adviser strategies
Cash-rich marijuana business brings unexpected tests for benefits, HR
From dealing with THC in your body and greater desire for homeopathic meds and yoga, cannabis workers have some specific benefits needs.
Cash-rich marijuana business brings unexpected tests for benefits, HR
From dealing with THC in your body and greater desire for homeopathic meds and yoga, cannabis workers have some specific benefits needs.
Benefits Think Make sure your broker is offering these 3 things — or reconsider your partnership
Employers need to ensure their adviser is providing the most value. If not, it may be time to reevaluate.
Alex Tolbert
BerniePortal
The robocallers that are killing benefit advisers’ reputations
Some benefit brokers say the use of robocalls could create an inaccurate picture of what a legitimate adviser can do for workers.
EBA’s Advisers of the Year lead the way
This year’s employee benefit finalists aim to transform wellness, technology, retirement, voluntary benefits in a changing business landscape.
Benefits Think Holiday shopping: How advisers might approach selling a business
Brokers considering relinquishing their companies might find the holidays the perfect time to partner with advisers and get input from friends and family.
Jack Kwicien
Daymark Advisors
EBA’s Top Women in Benefit Advising
To mark International Women’s Day, a look at female industry leaders who are transforming the benefits advising field.
Benefits Think Why won’t prospective clients hire you? (Hint: You’re talking too much.)
Even when your audience knows nothing about your product or service, talking for extended periods of time is not a good idea. That’s a lecture, not a conversation.
Wendy Keneipp
Q4intelligence
2018 Top Women in Benefit Advising
Industry leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field.
Moved to action: Employee benefits broker takes on opioid crisis
Cristy Gupton, CEO of employee benefits brokerage firm Custom Benefits Solutions, helped her clients fashion health plans designed to reduce employees’ risk of opioid abuse.
Benefits Think Top women advisers sowing the seeds of preparation, perseverance
This year’s class of top women advisers understands how these virtues can make a positive impact on the benefits industry.
Walden Siew
Arizent
The best adviser strategy: Ditch the broker label
Employers are often looking for a benefits consultant to help them navigate healthcare, explains Questige’s John Sbrocco.
Benefits Think Fiduciary investment advisers can add more than 6% in value
The difference in returns is huge for investors working with a fiduciary.
Robert C. Lawton
Lawton Retirement Plan Consultants
Advisers fight the status quo in a changing market
New technologies, greater competition and rising prices are complicating the role of today’s benefit brokers. How do they cope?
Advisers fight the status quo in a changing market
New technologies, greater competition and rising prices are complicating the role of today’s benefit brokers. How do they cope?
Benefits Think Advisers need to prepare for 2019
While open enrollment season heats up, brokers should focus on three key activities that require wearing multiple hats.
How Buck is helping employers dig deep into benefits data
The HR consulting firm has a new owner and a mandate to deploy its data analysis tools to better help companies.
Benefits Think Attention, angry brokers: Time to simmer down
Forget bad business decisions on commission splits and hiring choices — the most reckless and irresponsible decisions we’ve seen is the public hostility at carriers and all they represent.
Wendy Keneipp
Q4intelligence
A decorated soldier delivers service, communication for clients
Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.
