Advisor strategies

From what will happen with cost containment provisions to addressing employer requirements, BAN’s Perry Braun is looking for answers.

From what will happen with cost containment provisions to addressing employer requirements, BAN’s Perry Braun is looking for answers.

Looking for a new benefits specialist takes preparation and focus, says adviser Jack Kwicien.

Advisers say client employees don't always understand the benefits of supplemental medical coverage

As costs rise, employers must partner with tech-savvy brokers to help their employees chose the best coverage plan.

President of Arista Financial Group David Hatter will offer the lessons he learned to agency owners looking to boost their business in his WBR “increasing profitability” presentation.

Focusing on a shared vision and building the culture of a brokerage will naturally lead to a better product, says columnist Wendy Keneipp.

As the options of employer-sponsored plans contract, advisers must remain competitive to capture clients.

From what will happen with cost containment provisions to addressing broker business models, BAN’s Perry Braun is looking for answers.

Benefit technology is quickly becoming more useful with the advent of artificial intelligence and personal assistants.

Despite President Trump’s executive order to delay implementation of the DOL rule, financial service companies, 401(k) record companies, employers and other stakeholders say they're moving ahead with planned changes.

Nearly 450 recorded deals were made in the U.S. and Canada, with employee benefit agencies accounting for 20%.

The ACA may have generated controversy, but it also produced a goldmine of information for employers such as Arby’s.

Benefit technology is quickly becoming more useful with the advent of artificial intelligence and personal assistants.

With more than half of brokers still using paper, they are likely to be left in the dust, industry study finds.

Healthy employees mean engaged employees. But how can employers help individualize the programs?

The ACA may have generated controversy, but it also produced a goldmine of information for benefit brokers and employers such as Arby’s.

Incorporating traditionally self-selected benefits into the auto-enrollment process could lead to greater participation rates, more interest from employees.

With more than a half-dozen proposals for healthcare reform on the table, advisers plan to keep clients on a need-to-know basis.

Account management teams should be completely in sync with sales teams through the entire client relationship.