Advisor strategies

Companies that weren’t present a decade ago are transforming the market, and advisers must keep up, says PlanSource’s Dayne Williams.

A health problem in retirement can easily double monthly income needed, says MDRT’s William Marvin Richardson.

Ease of use, increased voluntary sales among several reasons, speaker at EBA’s Workplace Benefits Summit says.

Advisers who don’t have the products employers are looking for are losing business, EBA’s 2016 tech survey reveals.

Having benefits available to employees that fall under ERISA lays the groundwork for rolling out new, employee-focused initiatives, says financial pro Melissa Horton.

Advisers serve on the front line in educating employers about these platforms, says Ron Goldstein, head of CaliforniaChoice.

When it comes to workplace security and identity protection, employers are increasingly turning to their brokers for solutions, says EZ Shield’s Angela Murphy.

Brian Kost of Standard Insurance Co. guides the way to avoiding the pitfalls of implementing a new hardship plan.

Millennials are placing greater value on workplace intangibles than core coverage, according to young advisers like Andrew McNeil.

Telemedicine, ID protection and financial guidance are all hot discount benefits through which industry vets Frank Villares and Debra Tucker say advisers can stand out from competitors.