Advisor strategies

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.

Reach out to your clients’ other trusted advisers to multiply your list of prospective clients, says columnist Jack Kwicien.

There are three key areas advisers should focus on when working with client data, says Andrew Kimmel.

Factors such as a desire to maintain control and cost concerns have PBEs slow to gain traction, according to the Pacific Business Group on Health.

It’s a common misunderstanding that CI only covers this disease, says The Standard’s Danielle Lehman, but the products have evolved.

Due to changing regulations, employers are looking to their adviser for assistance, says Kim Buckey, DirectPath’s VP of compliance communications.

Savvy advisers are crunching the numbers to retain clients and win new business.

Sharing political opinions with colleagues — and especially clients — can have a negative effect on an adviser’s business, says columnist Wendy Keneipp.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.

Two brokers who lost homes and offices still consider themselves “fortunate” as rebuilding beings. Read how you can help.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.