Advisor strategies

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.

There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.

A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.

Successful consultants embrace the ever-changing benefits landscape, seeking out innovation at every turn.

Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.

Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.

The suburban Chicago brokerage’s benefits department has grown 600% in recent years with this Most Influential Woman at its helm.

Marybeth Gray uses data analytics and pharmacy management expertise to bring down cost drivers for Trion Group clients.

Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.

Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.

First seen as a silver bullet to cut costs, consultants now know the true value of the platform, Willis Towers Watson mid-market exchange head Rob Harkins says.

Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.

Reach employees where they are by incorporating solutions to current financial problems into the retirement saving process, says adviser Mark Singer.

Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.

Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

Brokers can maximize the value of their clients’ 401(k) participation and group health offerings by ensuring employers meet timely regulatory obligations.

Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.