In review: EBA conferences give brokers a roadmap to business revolution
Speakers shared how they revitalized agencies and analyzed groundbreaking trends to provide advisers plenty of takeaways at 2017’s Workplace Benefits events.
Advisor strategies
In review: 20 young leaders in benefits
The 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
The year in healthcare: A focus on cost management
Employers tried new strategies to tame benefit expenses, such as self-funding and association health plans.
In review: EBA 2017 Advisers of the Year
The retirement, technology, voluntary, wellness and overall winners are taking charge of the future of benefits.
In review: Most Influential Women in Benefit Advising
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
Benefits Think How to master LinkedIn marketing
Advisers are often afraid of coming off as self-promotional, but focusing posts on client values will produce a message that resonates.
Wendy Keneipp
Q4intelligence
In review: 20 young leaders in benefits
EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
The year in voluntary: Fringe benefits rising to the fore
Non-traditional worksite offerings like pre-payday loans and student tuition repayment gained popularity but brokers debated their profitability.
Benefits Think Why benefit advisers need a business plan
Taking the time to think through and document your company’s game plan can pay big dividends
Jack Kwicien
Daymark Advisors
EBA’s 10 top rankings of 2017
Lists showing the top carriers and brokers across the country were amongst the most viewed.
Top EBA stories of 2017: Brokerages take bold action
Zenefits exiting the broker of record business, Alera Group bringing agencies together and health reform attempts were among the most viewed items.
Call for nominations: EBA Rising Stars in Advising 2018
Submit yourself or a fellow top-notch benefit adviser under age 35 to be considered for this award recognizing young leaders.
10 things vendors wish advisers knew about RFPs
Getting a request for proposal right the first time keeps brokers from scrambling to put together last-minute results for clients.
Benefits Think 4 types of rude, snotty emails that are not good for prospecting
Producers have limited time to get an employer’s attention and being obnoxious will not work.
Wendy Keneipp
Q4intelligence
A step-by-step guide to conducting effective sales meetings
Mondays are the most productive day to hold an all-staff discussion to promote the products and services that are the lifeblood of any brokerage.
Benefit pros on the move: HUB, Lockton, Mercer and more make key appointments
The latest hires and promotions inside advisory firms across the nation.
Benefit pros on the move: HUB, Lockton, Mercer and more make key appointments
The latest hires and promotions inside advisory firms across the nation.
Why brokers are more open to introducing voluntary benefits
Bringing the products to clients is a natural fit as healthcare costs continue to shift onto employees, DirectPath’s Bart Yancey says.
Benefits Think How to help clients expand benefits with technology
The right software reduces the burden associated with increased voluntary options by cutting the paperwork and making it easier for employees to evaluate products and enroll in coverage.
Alex Tolbert
BerniePortal
Benefit brokerage mergers and acquisitions reach triple-digit heights
To date, nearly 150 firms have engaged in some form of M&A deal within 2017, nearly surpassing both 2015 and 2016 records.
