Independent consultants declare old model fails customers
Agency Growth Mastermind Partnership comes together in Philadelphia to commit to a new way of doing business.
Advisor strategies
Benefits Think How an agency can differentiate services in today’s market
Brokers need to actively work to become better advisers who are more equipped to help clients, says Danny O’Connell.
Danny O’Connell
Next Level Insurance Agency
Extending a helping hand to employees
Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.
What an adviser in Irma’s path can learn from one who made it through Harvey
Houston broker Cary Goss shares lessons learned from an historic storm, including information he wishes he’d sent clients ahead of time.
How employee benefit firms weathered Harvey
Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.
Plan sponsors changed retirement plans in anticipation of fiduciary rule
The regulation enacted in June spurred employers to update their plan design and investment menus and some are even shopping for new advisers.
Benefits Think Aligning employer and adviser incentives to lower costs and raise compensation
Most brokers are not used to talking about money because they are not worth what they are being paid, says Lake Norman Benefits’ David Contorno.
David Contorno
E Powered Benefits
Q2 organic growth continues despite healthcare burdens
Success hinges more on broker dedication to benefits expertise than firm size.
How brokerage Lovitt & Touché selects clients to participate in its private exchange
The Arizona firm sees the model as a philosophical change for a client, one requiring a commitment to more robust communication and access for dependents.
Adviser helps rural employers break the status quo
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
How employee benefit firms weathered Harvey
Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.
Extending a helping hand to employees
Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.
Plan sponsors changed retirement plans in anticipation of fiduciary rule
The regulation enacted in June spurred plan sponsors to update their plan design and investment menus and some are even shopping for new plan advisers.
Adviser finds niche servicing tech and pharmaceutical market
CBG Benefits’ Jeanne Nicholson has successfully identified the needs of the biotech and pharma industries in New England by bringing them together under her HR BioTech Connect organization.
Adviser helps rural employers break the status quo
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Benefits Think Advisers must step up for Harvey’s aftermath
Helping clients process claims, backing up data and volunteering in the next few weeks are a few survival steps in the wake of the storm, advises Jack Kwicien.
Jack Kwicien
Daymark Advisors
How Houston brokers are weathering Harvey
The storm is slowly coming to an end and advisers begin to assess the damage and offer whatever aid they can to clients and employees alike through money, gift cards or just a warm, dry place to stay
Adviser of the Year re-engineers benefit plans for substantial savings
Axial Benefits Group’s Mick Rodgers makes his mark as creator of healthcare coalitions and advocate of total transparency around broker-adviser compensation.
Benefits Think Texas storm spurs emotional déjà vu in Louisiana
Agent inundated in 2016 flood tells those affected by Harvey not to lose hope.
Trish Freeman
Trish Freeman Insurance Services
Giving special attention to larger clients and their big challenges
As a Most Influential Woman in Benefit Advising, Winston Benefits’ Meredith Beam brings small-client attention to firms with thousands of employees.
