Adviser strategies

Advisers in the eye of the storm lay out some tips for dealing with a hurricane at work.

Advisers lay out some tips for dealing with a hurricane near work.

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

EBA’s Voluntary Adviser of the Year explains why guiding employees through the murky waters of purchasing voluntary benefits is so satisfying.

EBA’s Technology Adviser of the Year reveals what he looks for in a possible merger, why new advisers need to ask questions and how learning about unintended consequences has been a powerful journey.

EBA’s Wellness Adviser of the Year reveals her biggest professional accomplishment of 2018, the best thing about her job and shares advice to new advisers.

Most brokers make the mistake of simply asking employers about their interest in “voluntary” benefits and then wonder why most clients are not interested.

Receiving medical and insurance benefits should not stop once a worker starts their job in a foreign country.