Advisor strategies

By acquiring LinkedIn, the software giant hopes to help salespeople zoom in on their prospects.

John Caldarella, leader of Aon’s active exchange, sees PBEs as an ‘enabling mechanism’ for employers on the road to CDHPs.

Speakers at EBA’s 2016 conferences, including Limelight Health’s Michael Lujan, encourage consultants to expand service offerings and take advantage of new business opportunities.

Industry leaders share how employers can maximize plan potential while steering clear of common pitfalls.

Benefit Advisors Network’s Perry Braun shares three questions to consider when working on an agency revamp for the New Year.

Few advisers consider improved long-term tax planning benefits in strategy discussions, says Affinity’s Greg Gagne.

Employers are worried about participants delaying retirement because of a lack of savings, but advisers can ease these concerns, says Fidelity’s Jordan Burgess.

John Caldarella, leader of Aon’s active exchange, sees PBEs as an ‘enabling mechanism’ for employers on the road to CDHPs.

Coalition survey links data to plan design, medical spend predictions with nearly universal interest in accessing metrics.

Millennials crave a personal touch in healthcare decisions, says Hodges-Mace’s Mike Maffei, who provides four ways to make it happen.