Adviser strategies

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

How New England’s CGI Business Solutions became a one-stop benefits shop.

Connecting employer clients with unusual or onsite offerings along the nontraditional benefits path serve as a differentiator and burnish client relations.

At an ‘underground’ sales seminar, brokers learned new techniques for prying clients away from their entrenched competitors.

Adviser Vinnie Daboul has nothing against growth. But he spends the greater part of his work week meeting with current clients; not chasing new ones.

To help employers contain costs, these advisers are revamping their healthcare supply chain.

GAB International’s Felipe Barganier uses workforce demographics to help clients satisfy the diverse needs of their employee populations.

Employers who are considering the switch without talking to an adviser languish over the decision up to 24 months, while those working with a professional complete the process within a year.