Advisers Latest

A day in the life of Dave Morgan of Morris & Garritano in San Luis Obispo, Calif.

EBA’s 10 Rising Stars in Advising are in their 30s or younger and have already set themselves apart from the older generation of benefit brokers.

Craig Davidson on three good reasons to think about selling voluntary.

John Lamb on how to redefine a request for proposal RFP process for a meaningful experience.

Mel Schlesinger on why advisers shouldn’t let health care reform control their future

Jack Kwicien on what forward-thinking advisers are doing to adjust to ACA changes.

Nelson Griswold on how to deliver a less-is-more human resources HR solution for a valuable payday

New EBA retirement columnist John Ludwig on deferral rates for auto enrollment

Dependent eligibility audits could mean big cost savings for your clients, also have the potential for big disruptions.

I fell in love with risk management and insurance. How many people can genuinely say this? In fact, I often hear, "You are majoring in what?" As I meet people within the insurance industry and ask them how they got into the business, the common answer is usually, "my father-in-law (neighbor, cousin, etc.) was in the business and convinced me to try it out."