Benefit pros on the move: OneDigital, Prudential, AIG, Alera
Executives continue to change jobs in the insurance and benefits spaces.
Adviser strategies
Benefits Think The future is now: Optimize the value of your business for that potential sale
Nail down the fundamentals today for a successful strategic exit plan tomorrow.
Jack Kwicien
Daymark Advisors
Are employers getting better at benefits communication?
Some employers have seen success by personalizing open enrollment strategies.
USI continues to grow with South Carolina brokerage buy
Agency M&A activity shows no signs of slowing down, with 490 reported transactions so far this year.
Here’s what employers really want in a benefits broker
Advisers are being asked to take on more consultative roles, but there are a few ways they can improve their services.
Benefits Think Challenge yourself to get better in the retirement market
One way for advisers to improve is to start building your skill set by talking to several 401(k) carriers, beginning with existing plans.
Tom Fowler
Fowler Financial Group
5 key strategies for implementing a successful financial wellness program
Brokers should view themselves as the “quarterbacks directing the play” when bringing this benefit to employers, one consultant said.
Benefits Think How to create a targeted client testimonial marketing plan that packs a big punch
Let them do the bragging for you as you build a small library of niche narratives.
Jack Kwicien
Daymark Advisors
Advisers: Want to keep your clients? Start focusing on lifestyle benefits
Benefit vendors say employers will look elsewhere if their brokers don't bring trending voluntary benefits to their attention.
2019’s Adviser of the Year winners lead through innovation
With the Benefit's Forum & Expo about to begin, take a look at this year’s honorees aiming to transform wellness, technology, retirement and voluntary benefits in a changing business landscape.
Voluntary market heats up during open enrollment
Employers should consider bringing benefits such as student loan repayment and financial wellness to employees this year.
Voluntary market heats up during open enrollment
Advisers should consider bringing benefits such as student loan repayment and financial wellness to employers this year.
Benefits Think Planning for producer success
As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.
Wendy Keneipp
Q4intelligence
Silent epidemic generates special challenges for brokers
Managing kidney disease represents an area that’s prone to reactive medicine, wasteful spending and huge claims, but creative solutions to complex and costly care are within reach for savvy brokers and advisers.
Broker seeks to change the way stop-loss contracts are sold
Keith McNeil’s plan is designed to protect self-insured clients from costly “lasers” or rate hikes, policy cancellations or exclusions of specific health plan members.
Least financially literate states
Benefit advisers might consider looking in these markets to beef up financial wellness product sales.
The power of two: Advisers of the Year drive innovation at their brokerage and beyond
With breakout ideas like BenefitsTV and Alianza, Rosario Avila and Andrew McNeil display the value of teamwork when advising clients.
Adviser focuses on progressive benefits to consult clients
Voluntary Adviser of the Year Beverly Beattie takes a hands-on, comprehensive approach to help employers save on benefits programs.
Tech Adviser of the Year creates innovative new platform for middle market clients
Seeking a way to ensure that all employers can have access to modern and efficient applications, Koppisety developed a platform for the delivery of voluntary benefits.
New healthcare startup is the ‘Amazon of direct primary care’
One former hospital administrator is switching gears to help employees stay out of the emergency room.
