Advisor strategies

Zenefits exiting the broker of record business, Alera Group bringing agencies together and health reform attempts were among the most viewed items.

Submit yourself or a fellow top-notch benefit adviser under age 35 to be considered for this award recognizing young leaders.

Getting a request for proposal right the first time keeps brokers from scrambling to put together last-minute results for clients.

Producers have limited time to get an employer’s attention and being obnoxious will not work.

Mondays are the most productive day to hold an all-staff discussion to promote the products and services that are the lifeblood of any brokerage.

The latest hires and promotions inside advisory firms across the nation.

The latest hires and promotions inside advisory firms across the nation.

Bringing the products to clients is a natural fit as healthcare costs continue to shift onto employees, DirectPath’s Bart Yancey says.

The right software reduces the burden associated with increased voluntary options by cutting the paperwork and making it easier for employees to evaluate products and enroll in coverage.

To date, nearly 150 firms have engaged in some form of M&A deal within 2017, nearly surpassing both 2015 and 2016 records.