Adviser strategies

Advisers are being asked to take on more consultative roles, but there are a few ways they can improve their services.

One way for advisers to improve is to start building your skill set by talking to several 401(k) carriers, beginning with existing plans.

Brokers should view themselves as the “quarterbacks directing the play” when bringing this benefit to employers, one consultant said.

Let them do the bragging for you as you build a small library of niche narratives.

Benefit vendors say employers will look elsewhere if their brokers don't bring trending voluntary benefits to their attention.

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.

Employers should consider bringing benefits such as student loan repayment and financial wellness to employees this year.

Advisers should consider bringing benefits such as student loan repayment and financial wellness to employers this year.

As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.

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.

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.

Benefit advisers might consider looking in these markets to beef up financial wellness product sales.

With breakout ideas like BenefitsTV and Alianza, Rosario Avila and Andrew McNeil display the value of teamwork when advising clients.

Voluntary Adviser of the Year Beverly Beattie takes a hands-on, comprehensive approach to help employers save on benefits programs.

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.

One former hospital administrator is switching gears to help employees stay out of the emergency room.

Benefit advisers might consider looking in these markets to beef up financial wellness product sales.

Workers may be missing the mark when it comes to supplemental benefits, but advisers can help close the gaps.

Enrollment is right around the corner and advisers need to be armed with information on the latest trends.

Brokers and advisers must choose either to actively disrupt the status quo or to support it. There’s no middle ground, columnist argues.