Advisor strategies

To stay two steps ahead of the herd, advisers should seek out partners with a complimentary set of skills.

The agency uses Letters 226J and 227 to assess ACA penalties, and firms that receive them could have millions at stake.

Outcomes were generally positive and can be used by advisers to help clients get more out of the program.

The agency uses Letters 226J and 227 to assess ACA penalties from employers, and clients who receive them could have millions at stake.

The most successful benefit advisers move beyond routine service offerings and position themselves as trusted business consultants.

Enhancements in decision support tools, e-enrollment and more are coming, The Standards’ Kevin McNamara says.

An employee’s return to work is fraught with compliance and productivity challenges. A disability carrier can help.

Profitable firms have several best practices in common to survive the early years of little revenue and funding struggles.

An employee’s return to work is fraught with compliance and productivity challenges. A disability carrier can help.

These young benefit strategists are breaking through the benefits status quo and reimagining the brokerage market.