BenefitMall entices advisers with new payroll service quoting tool
To encourage brokers to offer its full suite of offerings, the provider of employee benefits and payroll services has upgraded its Client Ready Quote System.
Adviser strategies
How three young advisers are bucking the benefits establishment
To break through 'good ol’ boy syndrome,' the next generation of benefit counselors are asking prospects questions they rarely hear from their incumbent brokers.
The risks and rewards of advising smaller clients
Niko Caparisos founded Prosperity Benefits to address the needs of employers with two to 200 employees.
Meet the benefits adviser to Silicon Valley
Rising Star Erik Hansen is building his career by coupling service with technology.
Alera Group adds two more brokerages to its nationwide benefits practice
Takeover of Benefits Planning Services and IMG Benefits Group brings the total number of the firm’s acquisitions since its launch to 23.
Collateral Benefits Group adviser brings youthful energy to a leading position
EBA Rising Star in Advising Mark Fox went from being broker services rep at Aflac to small brokerage owner to his current position at a larger firm all before age 30.
Persistency key to skyrocketing growth for young adviser
Courtney Nelson was recruited to turn around an entire state’s falling sales and succeeded — while mentoring 25 up-and-coming brokers.
Meeting the needs of employers in coal country
2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.
Growing a book of business in the cannabis market
While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.
Meeting the needs of clients in coal country
2018 EBA Rising Star in Advising Taylor Lindsey works to deliver lower costs for a complex industry.
Growing a book of business in the cannabis market
While still an up-and-coming industry, Rising Star in Advising Matt Gilroy is diving head first into the field and is already seeing a profit.
Direct contracting touted as rising cost antidote
Steve Kelly of ELAP Services envisions fair pricing scenario in response to health system consolidation.
Becoming the ‘True Trusted Adviser’
EBA Rising Star in Advising finalist Braden Monaco seeks to offer the total concierge package as his primary tool to drive growth for his firm and success for his clients.
SHRM offers broker finding service to members
The online platform lists more than 1,000 brokers and categorizes them based on factors such as geographic region and specialties.
Advisers will have to step up technology efforts after AXA-Maestro merger
The French insurer’s purchase of the Chicago-based IT startup could spur brokers to align with ambitious tech and data analytics providers.
SHRM offers broker finding service to members
The online platform lists more than 1,000 brokers and categorizes them based on factors such as geographic region and specialties.
Top 50 brokerages eye mid-market sweet spot
Mercer is No.1 on EBA-miEdge list of large-group advisers for the fourth straight year, translating jumbo employer success to companies with 100-5,000 employees.
How Axial Benefits Group sells clients on its cost-saving group coalition model
When interest wanes to skepticism, 2017 Adviser of the Year tells employers he puts his compensation on the line to prove its value. RODGERS: When we come in there and we tell our stories and we talk about our successes of our coalitions, I think that they intuitively understand that it sounds like it’s going […]
Brokers must own technology guidance
If they don’t already, clients will be expecting advisers to train them on how to better utilize tech services, says 2017 Technology Adviser of the Year Manish Kumar. KUMAR: Benefits and technologies are going to be a magnet together. They can’t live apart because when it is being worked out for the end employee and […]
What brokers are losing when they don’t offer voluntary benefits
The best thing advisers can do is bring a proactive strategy to the sales process, says Voluntary Adviser of the Year Eric Silverman. SILVERMAN: My biggest challenge is making sure that brokers understand that when they ignore voluntary benefits, or as I like to call enhanced benefits, sure they’re missing out on revenue opportunities, but […]
