Designing a benefit plan one employee at a time
GAB International’s Felipe Barganier uses workforce demographics to help clients satisfy the diverse needs of their employee populations.
Adviser strategies
Brokers can cut clients’ transition time to self-funded plans in half
Employers who are considering the switch without talking to an adviser languish over the decision up to 24 months, while those working with a professional complete the process within a year.
Leveraging benefits programs to grow employers’ EBITDA
Adviser Kimberly Eckelbarger shows clients how to increase earnings by right-sizing their health plans.
Bringing a P&C mentality to healthcare benefits
Keystone Insurers’ Billy Bridwell helps clients think differently about their benefits programs.
Adviser delivers healthcare answers to Seattle’s tech start-ups
The 32-year-old vice president of the technology practice at Parker, Smith and Feek motivates employees to seek high quality providers for affordable procedures.
Lobbying for public sector benefits
HUB International adviser Melissa Koontz works to oppose legislation that undermines her Washington state school district clients.
Bringing a fresh set of eyes to the benefits industry
Rising Star in Advising Rachel Miner has been in the field for just over three years, fixed on improving transparency and health costs for her clients.
This Rising Star’s business model? Benefits for vets
GCG Financial’s Cory Friedman is building his book by delivering a uniform set of health programs to animal hospitals and dental practices nationwide.
Containing costs through hospital network partnerships
This rural-Missouri adviser won deep discounts from local-area providers for the benefit of her self-funded and group captive clients.
Keeping clients on their toes
Benefits adviser John Clay has some tough questions for employers. They’re usually glad he asked.
Applying a litmus test to clients
Adviser Scott Haile has turned away clients who refuse to also be partners. He now has fewer than before—but he’s also making more money.
White glove service sets Raffa Financial Services apart
The thriving, Washington DC-area benefits brokerage says it “does more” for its clients. Its wide spectrum of clients seems to agree.
How one tech-savvy broker improved workflow
After noticing shared pain points across the brokerage community, Alecia Nash was inspired to design and develop a better office workflow solution.
Countering bad insurance deals
Rising star adviser Adam Berkowitz has rejected the benefits industry’s status quo — and found dozens of new clients in the process.
Principal launches adviser website to boost succession planning among business owners
The financial group wants to partner with retirement counselors to offer employee stock ownership plans.
Principal launches adviser website to boost succession planning among business owners
The financial group wants to partner with retirement counselors to offer employee stock ownership plans.
Merit Financial Group partners with two retirement planning firms
Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.
Merit Financial Group partners with two retirement planning firms
Botsford Financial Group and Financial Development Systems have been tapped to help attract retirement plan advisers and plan sponsors to the Merit fold.
Pairing retirement with health benefits for a one-two punch
Rising Star Josh Sailar is primarily an investment adviser. But he’s not shy about bringing healthcare into the discussion with his small employer clients.
How young advisers are getting to ‘yes’
To demonstrate their credibility to older potential clients, youthful brokers lean on mentors and beards.
