Advisor strategies

Looking to improve efficiency, industry is hopeful business-minded President-elect will quickly revise summary plan description standards.

These three questions, The Standard’s Jeffery Smith says, will help prevent DI buyer’s remorse.

Centenarian Woodrow Cross of Maine’s Cross Insurance shares lessons learned over 60-plus years in the industry.

The channel for reaching customers and prospects is only growing in strength, with a $38 to $1 ROI.

Start the year out right with smart, aggressive goals that will motivate your team and transform your business.

After the Senate voted to pull funding for the Affordable Care Act, industry experts await signs of a specific plan to take Obamacare’s place.

There are three reasons the sale of a life policy to a third-party investor can be a good option, says Ovid’s Peter Colis.

Rob Lieblein, chief development officer of the now 7th largest employee benefit firm in the nation, shares company growth plans.

Trump Administration expected to ease proposal’s regulatory burdens.

Those who resolve to stay focused on what they do best, says Ron Goldstein, will be in good standing for years to come.

From tech firm CEOs to brokers and HR professionals, these industry innovators will help shape the coming year as trends emerge and a new administration takes office.

Trump Administration expected to ease proposal’s regulatory burdens.

Eliminate common objections from prospects’ vocabulary through adviser Eric Silverman’s ‘proven system.’

Here are ways to liven up employee participation and engagement, according to a report from UBA.

Brokers don’t realize marketing directly influences buyers and the selling process, says consultant Wendy Keneipp.

Benefit Advisors Network joins forces with leading companies, new organization planning future acquisitions.

These platforms benefit employers and employees in many ways beyond cost saving, says adviser Sima Reid.

Presidential election unsettles notions of healthcare, regulation and public policy, while benefit offerings become increasingly customized.

Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, presents the 2016 list of the top employee benefit brokerages in the country, ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Aug. 31.

Knowing your message and strategy are the cornerstones of an effective campaign, according to consultant John Graham.