Advisers Latest

Despite thousands of dollars spent on marketing, one key item is missing for critical illness insurance sales. What is it and how can four simple questions help improve sales?

Brian Heckert, the new Million Dollar Round Table president, shares the story of how he entered the industry, as well as what he hopes to accomplish and insights on other issues facing the retirement industry.

Adviser help is sorely needed to lessen employer/employee disconnect during open enrollment. Recent research from Aflac shows tools and resources that employees find useful are not always made available by their employers, further complicating an already confusing process.

The House has agreed to pass legislation that makes possible a repeal of the ACA’s controversial expansion of the definition of a small employer — a bill hailed by the benefits industry for protecting the small and mid-size businesses they feel the expansion threatens to harm.

Commentary: it is particularly curious that the DOL’s proposed fiduciary regulation seems to introduce prohibitions that will likely prevent future modernization of such plans, says The Principal’s Aaron Friedman.

Offering a supplemental plan for retired military employees can save employers from potential claims — and it also helps brokers add value to their clients and increase their book of business.

Long an afterthought, retirement firms and advisers are pushing their clients to add auto escalation to employer plans.

Transamerica is to become Mercer’s preferred DC recordkeeping provider, which will likely boost Transamerica’s position in the retirement space, experts say.

Commentary: Continue to provide value-added personal service to your clients with these practical tips for marketing benefit programs, says ThinkHR's Laura Kerekes.

Commentary: Brokers don't achieve high organic growth by accident. Successful agencies and brokers have their eyes up — they consistently look ahead, and this foresight drives thoughtful planning that leads to an effective execution strategy, says Zywave's Dave O'Brien.