Advisor strategies

EBA's pick celebrates 25 years improving best practices, such as separating investment and operational plan functions.

Employers should take note of this ‘significant challenge' as salary threshold for exempt employees grows.

Ask yourself, are you doing all you can to provide relevant value to your clients and your brokerage, says adviser Andy Torelli.

The product is designed to improve broker experience through easier implementation, the company’s Mike Zarrillo says.

The documents are far too general and often confusing, says Unified Trust Company’s Lee Topley.

The senior wellness consultant at EPIC shows clients that it’s about much more than lip service.

Advisers can reduce stress for all involved through quick actions such as quarterly check-ins, says STRIVE Benefits' Saravanan Chettiar.

Former law enforcement officer Joe Alfonsi leads his firm, TriBen Insurance Solutions, to triple-digit growth in worksite.

Although it won’t be disclosed until fall, maximum contribution is expected to increase by $50 and employers should know the change is coming.

Some options are better at reducing the expense of such services than others, say Universal Health Advisors John Mickner and Tim Cummings.

Advisers with this client base should take note of this ‘significant challenge’ as salary threshold for exempt employees grows.

An adviser needs to be fully aware of features of the ACA that can “help or hurt” a client, explains Alan Schulman, VP of The Meltzer Group.

Sean Clem has a laser focus on client’s strategic goals so issues don’t become challenges.

A much better consumer experience and an end to fragmentation are coming, says Michael Lujan, co-founder of Limelight Health, who recommends interviewing vendors to become an extension of your agency.

In business, the mainstream is made up of people who have learned that avoiding the blow of taking responsibility is the best way to ensure they succeed.

Employers must deliver on a critical employee need with the right communication on these products.

Brokers share their go-to supplemental sales partners, including Aflac and Unum, in EBA’s annual VB survey.

Focusing on these retirement plan options can provide an opportunity to engage executives in strategic planning with less compliance burdens.

There is a common thread that runs among the most overburdened employees and must be addressed, says adviser Mark Singer.

A shift in employees’ perception of these products can make a dramatic difference in the sales process, says columnist Nelson Griswold.