Least financially literate states
Benefit advisers might consider looking in these markets to beef up financial wellness product sales.
Adviser strategies
Financially stressed employees don’t invest in life insurance
Workers may be missing the mark when it comes to supplemental benefits, but advisers can help close the gaps.
Benefits Think It’s open season on your clients’ benefit programs
Enrollment is right around the corner and advisers need to be armed with information on the latest trends.
Donna Parent
Sontiq
Benefits Think It’s time to choose: Status quo or disruption
Brokers and advisers must choose either to actively disrupt the status quo or to support it. There’s no middle ground, columnist argues.
Benefits Think The secret to differentiation and building competitive advantage
Great service gets you in the game, but won’t set you apart. Here’s the strategic service that can help you break out from the pack.
Jack Kwicien
Daymark Advisors
4 easy strategies to help clients recruit and retain talent
Employers can leverage technology to promote better benefits and a positive company culture.
Benefits Think Why advisers may need to tailor their message
Adjusting your communications strategies can help lure prospects and build trust with current clients.
Wendy Keneipp
Q4intelligence
Benefits Think The secret to differentiation and building competitive advantage
Great service gets you in the game, but won’t set you apart. Here’s the strategic service that can help you break out from the pack.
Jack Kwicien
Daymark Advisors
This adviser’s harrowing history drives her passion for helping others
Persistence born out of unique struggles allows Le Phan to provide clients with innovative strategies that positively impact employees’ lives.
New sales model aims to help brokers better support small clients
Lincoln Financial Group’s new offering assists advisers bringing insurance to employers with less than 100 workers.
How literate are you on dental care?
When it comes to knowledge about oral health, employees can be seriously lacking. Here’s how you can help clients fill the gaps.
Alera Group expands New England presence with benefits brokerage buy
This marks the firm’s 77th deal since its inception in 2017.
Insurance industry M&A hits six-month high
A total of 665 transactions have closed in the past 12 months alone, according to new data.
Most women don’t have disability insurance. Here’s why they need it
The benefit is critical for single females, who may not be as financially secure as those in two income households.
How literate are your clients on dental care?
When it comes to knowledge about oral health, employees can be seriously lacking. Here’s how you can help clients fill the gaps.
Benefits Think Why brokers should focus on hiring — not benefits — when pitching to clients
Discussing relevant news such as the low unemployment rate, will make a bigger impact on employers.
Alex Tolbert
BerniePortal
Top Woman adviser inspires others with her strength in the face of tragedy
“The struggles and her success in working through it have been an inspiration for our entire community,” Elizabeth Krystyn, co-founder of BKS.
The tech savvy adviser: strategies for modernizing benefits communication
Text messages, mobile apps and videos are all methods brokers can use to get — and keep — employees attention during open enrollment and beyond.
The do’s and don’ts of reference-based pricing
Clients often look to advisers for guidance when implementing a new healthcare spending model.
Benefits Think Zenefits’ founder is back: What does it mean for the billion-dollar HR tech market?
Advisers are playing an important role in the rapid growth of the small and mid-sized software solutions industry.
Alex Tolbert
BerniePortal