Advisor strategies

Advisers who are not spending 80% of their time on revenue generation need to rethink their business practices, says adviser Suzy K. Johsnon.

Firm is winning customers by providing employers with more service and technology than once-a-year touchpoints.

Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.

Most employees learn about the product on their own or from family members and many know little about it, Lincoln Financial finds.

This is the ‘make or break’ period for brokers to retain and attract clients for the coming year.

The IBM Insurance Platform aims to disrupt the small-group market through cognitive computing, improved data analytics, enhanced security and more.

Finding young talent in the advising field can be difficult, as evidenced by the growing median age of advisers, but family firms are enlisting children and grandchildren as eventual successors.

Preferred Partner Program and Broker Advisory Council deliver customized tools and reduced rates while providing opportunity for plan feedback.

Like-minded brokers are banding together, finding joy in helping would-be competitors get a win for their clients, says adviser Rachel Miner.

As base health plans become more generic, having unique and tailored products will become a key differentiator for recruitment and retention.