Advisor strategies

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.

While increases in medical coverage are slowing, they continue to outpace inflation by a wide margin.

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

Word choice proves paramount with these products, says adviser Eric Silverman, who encourages producers to think before they speak.

While increases in medical coverage are slowing, they continue to outpace inflation by a wide margin.

Giving time, intellectual capital and expertise to the next generation is how the industry will thrive, says adviser Vinnie Daboul.

Broker-friendly changes and ‘more open dialogue’ with CMS have led to multiple favorable changes for the community.

Advisers can not only improve supplemental sales, but also deliver on a critical employee need with the right communication on these products.

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

Rising costs are eroding revenue, but market developments, such as increased transparency, can change the trajectory, says adviser Todd Rolland.

Rising costs are eroding revenue, but market developments, such as increased transparency, can change the trajectory, says adviser Todd Rolland.

Ignoring these companies because of their size and smaller commissions is a shortsighted strategy, says Maxwell Health’s Veer Gidwaney.

In a “system built by the rulemakers,” Mark Gaunya, principal at Borislow Insurances, discusses how to stem rising costs through provider and payer competition.

The definition of the platform may be a reason why few large employers have moved thus far, panel says.

Lawmakers are not experts on healthcare, so it is incumbent on brokers to help educate them, says Ed Oleksiak, VP at Holmes Murphy and former legislative council chair at NAHU.

Reagan Consulting's survey reveals that organic revenue growth has fallen to 4%, its lowest since 2011.