Advisor strategies

Many exchange budgets are being cut at the same time states are struggling to reach their remaining uninsured, and some are looking to brokers to provide assistance in filling that gap.

Commentary: A new series from industry veteran Kyle Hodges highlights products designed to improve your bottom line.

Earning less money and a lack of financial knowledge make saving more difficult for women, who are turning to advisers for help, research shows.

Commentary: There’s much to learn from rapidly growing firms. Columnist Jack Kwicien shares the business philosophies that make market leaders successful.

Commentary: True employee engagement comes from understanding the decision-making process and the broker’s critical, proactive role, says columnist Nelson Griswold.

Commentary: It’s time to start thinking outside the box and considering life insurance and fixed indexed annuities as alternative investments or sub investment classes within fixed income for retirement plans.

Commentary: Getting started on better engagement can be a daunting task. Columnist Wendy Keneipp shares three areas to focus on in order to begin creating stronger connections with your employees.

Commentary: Agency growth is completely dependent on producer pipelines. Yet, we typically see producers struggling with one of two situations: either they have empty pipelines or ones filled with the wrong opportunities.

The broker-carrier relationship, especially one as long-lasting as Bob and William Taylor’s with Florida Blue and Darnell Smith, is dynamic and continuously evolving. EBA examines what makes this necessary partnership tick and introduces the top large-group insurance carriers in the country.

A strong relationship will lead to a better health care system and more informed consumers, HHS secretary says.

Is the end of employer-provided health insurance near? The heads of Zane Benefits say it is and claim a paradigm shift is moving the benefits industry toward defined contribution employer-funded health care, instead.

Advisers need to stay current on technology regulations to help employers, many of which are using multiple IT systems — a strategy that could lead to penalties.

Republican House members are challenging the DOL’s efforts to require retirement advisers to follow a fiduciary standard, saying it reduces access to options and conflicts with the Dodd-Frank Act.

Commentary: Six ways to engage customers that are most helpful, according to sales expert John Graham.

Commentary: These C-suite level positions are needed for a brokerage to run right, says MarshBerry’s Rob Lieblein.

Commentary: Sometimes the market changes in a way where these size businesses may be better positioned for success. Now may be that time, says tech adviser Joe Markland.

Health coverage is now part of a tax return, and individuals are seeking advice to ensure they file correctly.

Commentary: HR professionals must band together to share how we are handling our ACA reporting responsibilities and to pressure our vendor suppliers for better solutions and continued innovation, says Lockton's Matthew Kaiser.

Commentary: There’s a lot for your clients to consider when carefully managing intermittent leaves. The Standard's Lincoln Dirks goes in-depth on the paperwork that outlines the parameters for an absence — certifications and recertifications.

Increasingly diverse workforces are creating a benefit communications challenge for employers and their advisers.