Advisor strategies

Smart agency leaders are reworking their strategy to stop contending with other firms in their market.

Ascende’s Suzanne McGarey helps clients and their employees navigate the maze of modern insurance while keeping an eye on the quality of services.

A platform’s licensing model, system support and opportunity for revenue growth determine the success of a benefits system.

Benefit election variations across leading job sectors point to a need for better education from advisers and employers on product selection.

After decades on the carrier side, Pacific Resources’ Patricia Purdy is excelling as an adviser on leave management, millennial needs, technology and more.

HUB’s Jenna Klein acts as the glue to not only maintain big accounts, but also keeps her team inspired during transitional times.

Two step approach can help employers improve their systems with more employee-focused technology.

A long-term perspective and focus on proactive education will help support small business clients in an uncertain healthcare environment, says Paychex Insurance Agency’s Kevin McGuire.

There is often a lack of direct guidance on these plans, therefore employers should consult their advisers and recall baseline IRS guidance to maintain compliance.

Grand Rounds algorithm credited with combating misdiagnoses and improving healthcare literacy for clients.

More and more employers seek to offer education debt assistance programs as a means of retaining younger talent, but advisers may not have the time or manpower to fully invest in education on the products.

Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.

Vice president and account executive at Pacific Resources, Heather Gillow, has never lost a customer in her tenure, proving she has what it takes to manage Fortune 500 companies.

Benefit election variations across leading job sectors point to a need for better education from advisers and employers on product selection.

Employers, providers and advisers will all benefit from a tidal wave of transformation.

Five strategies to help female leaders level the playing field as business executives.

With two-thirds of employees facing sizable animal care costs, the industry predicts even those who turned the product down will take a second look.

As advisers, it will be important to ensure that employers are carefully considering the legal and privacy impact of implementing these programs.

Working alongside relatives involves honesty, work-life balance, synergies and occasional conflict.

After decades on the carrier side, Pacific Resources’ Patricia Purdy is excelling as an adviser on leave management, millennial needs, technology and more.