Adviser strategies

Everyone in a leadership role should think deeply about their management team. Do you have a philosophy when hiring and building a team?

A string of recent acquisitions are meant to help the insurance broker boost and strengthen its employee benefit, wealth management and retirement services.

When the pandemic hit, Benny award winner Bryan Aycock expanded his firm’s benefits programs and ramped up new initiatives to support Zynga employees.

In order to discern which health plans offer the best bang for member bucks, benefit advisers need to understand the economics of healthcare today.

Despite the ongoing pandemic, advisers continue to transition to new roles in the benefits space.

COVID-19 has forced changes in work behavior as employees adjust to a new reality. Here’s how the Advisers of the Year did it during a year of massive disruption.

“The difference in our whole office, as far as how it looks at voluntary benefits, has totally taken a complete turn,” says Kathy Passantino, area senior vice president at Gallagher, of her colleague Dana Simms.

“I’m on track in saving for retirement because from a young age I learned these things,” says Adviser of the Year winner Julie Yusko. “I hope my experience can help others be in the best position so that we have fewer people who are approaching retirement age and wondering how they're ever going to retire.”

DEADLINE EXTENDED: The 2020 annual Benny Awards recognizes important accomplishments by HR and benefits leaders under extraordinary times.

Kieran Pittman is director of strategic growth at BeniComp Health Solutions, a position that allows her to draw on her background in technology and health science to help clients.