Advisor strategies

Avoid longer conversations about automating the benefits enrollment. They won’t work in the adviser’s — or the client’s — favor.

A digital enrollment platform can help advisers boost benefit sales through easier data entry and a customer-friendly portal.

With a vast array of digital options for employers to choose from, executives lack the time and resources necessary to make an informed decision on what platforms best fit the needs of their employees.

A substantial watering-down of the protections in the rule is possible, says Carol Buckmann, so the ultimate status of the new regulation is still in question.

Advancement in benefits communication and utilization will not come from arbitrary use of available technology, but rather a strategic balance of multiple products.

HR managers might be noticing some interesting new trends regarding jobseekers and how they are trying to get their perfect position.

To build a strong business, advisers should go after prospects that will be a good fit for their agency.

Bringing in more than $7 billion in revenue last year, Eastbridge’s Gil Lowerre says product sales will keep accelerating for the foreseeable future.

Bellwether states California and New York are considering measures that would have serious national implications for the employer-sponsored insurance system.

A substantial watering-down of the protections in the rule is possible, says Carol Buckmann, so the ultimate status of the new regulation is still in question.

Bellwether states California and New York are considering measures that would have serious national implications for the employer-sponsored insurance system.

Retirement specialists are likely to increasingly turn to recordkeepers to provide data that justifies adviser fees through strong plan performance.

Keep in mind that there is no fee structure free of conflict, cheaper doesn’t mean better and recommendations don’t come in a vacuum, says investment strategist Jess DeGabriele.

Higher compliance requirements, and their associated costs, may drive firms to look for partners.

Getting past back office obstacles such as employee reluctance to change is the best way to ensure technology implementation will go well for clients.

The Crichton Group hasn’t written much PBE business, but just having one available facilitated the company’s launch of a new technology consulting wing and brought in new clients.

Advisers can help employers make better decisions by teaching leadership to be smarter consumers, says The Graham Company’s Dan Jordon.

Pratter application is able to identify by ZIP code known charges and claim allowables before services are actually rendered.

Although enactment takes place on June 9, the DOL could issue more changes before the full effect of the rule is felt, says attorney Ilene H. Ferenczy.

Principals at Keller Benefit Services explain what today’s broker needs to do to be a knowledgeable consultant who offers insight into the future of group healthcare under the AHCA.