C-suite or bust: Brokerage steps away from typical HR-driven benefits conversation
PSG Washington focuses on executive-level strategic planning to lower health plan costs for clients.
Adviser strategies
NFP venture fund to seed innovative broker-tech partnerships
A $30 million investment coincides with benchmarking effort and symposiums to connect clients with bleeding edge products and services across HR, insurance and financial services.
SEC assigns ‘duty of loyalty’ for financial advisers
The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.
ClearPath puts clients in charge of their data
The Columbus, Ohio-based brokerage saves client’s money by taking them partially self-funded, bringing in proprietary stop-loss coverage and introducing transparent PBMs.
Benefits Think What is your competitive advantage as a benefit broker?
To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.
Jack Kwicien
Daymark Advisors
Benefits Think For benefit adviser success, create a winning theme
To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.
Wendy Keneipp
Q4intelligence
Brokerage’s concierge program makes surgery simple
Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.
Benefits Think Four Tips to help brokers grow, retain business
Your clients and their employees need to know your service extends throughout the year.
Rob Carnaroli
Sutter Health Plus
How plan sponsors are changing their view on retirement risks
More than two thirds report a desire to keep participants in plans after retirement and have greater focus on longer term objectives over short-term downside risk.
Alliance Benefit Group partners with global asset manager on retirement accounts
The record-keeping firm is acquiring Russell Investments’ Adaptive Retirement Accounts program to offer account management to clients.
SEC assigns ‘duty of loyalty’ for financial advisers
The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.
Rebranding benefits: Goodbye ‘voluntary.’ Hello ‘enhanced’
With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.
With its 500th brokerage purchase, HUB International eyes firms in Canada
The employee benefit insurer continues to look for firms that offer talent and regional opportunity.
Personalizing the pitch: finding the individual adviser’s story
To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.
Brokerage, retirement firm partner to fight large company consolidation
Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.
Engaging employees from ‘hire to retire’
How New England’s CGI Business Solutions became a one-stop benefits shop.
Why more brokers are mulling soft perks
Connecting employer clients with unusual or onsite offerings along the nontraditional benefits path serve as a differentiator and burnish client relations.
For advisers, winning new business means turning perceptions into reality
At an ‘underground’ sales seminar, brokers learned new techniques for prying clients away from their entrenched competitors.
This adviser’s success secret: Putting clients ahead of profits
Adviser Vinnie Daboul has nothing against growth. But he spends the greater part of his work week meeting with current clients; not chasing new ones.
Reducing clients’ health spend by taking an axe to claims
To help employers contain costs, these advisers are revamping their healthcare supply chain.
