Advisor strategies

Brokers should review account fee arrangements, among other actions, as they prepare for DOL’s new regulation.

The Department has stepped up employer compliance checks, for which brokers should be prepared, according to Zynia CEO Julie Hulsey.

Strategies such as narrowcasting can help you develop a website that creates opportunities for prospective clients to find you.

Specializing in a business sector allows advisers to intelligently discuss an employer’s most pressing problems.

As it stands, the medical loss ratio could eliminate agent commissions and may force brokers out of business, Scott says.

Chris Schutt of Digital Benefit Advisors says ACA compliance requirements present one of the biggest challenges for clients.

Advisers typically focus on the benefits department and eschew corporate finance. But for those looking to grow, that’s a big mistake.

CEO Rob Butler says the offering his company recently unveiled bundles onboarding, private exchange, ben admin, and other functionality

Brokers who adopt a consultative sales approach will enjoy stellar growth and set themselves apart from their competitors.

Determining what is actually ‘in the best interest’ of a client is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.

Telecommuting is a fast-growing trend, but clients may need help from advisers to properly oversee at-home employees and their benefit needs.

A fluctuating insurance industry presents several challenges for brokers to overcome, says broker Stephanie San Antonio of SSA Insurance Services.

Plan sponsors will not be well-served by a cookie-cutter approach, says insurance expert Sima Reid.

Programs often try to appeal to a broad audience, and wind up appealing to no one, says Q4Intelligence’s Wendy Keneipp.

Helping employees better understand the value of their benefits can lead to increased enrollment and quickly change your professional reality, says Aflac’s Tyson Funk.

Offering a cookie-cutter model does not service the needs of clients, says insurance expert Sima Reid.

One-out-of-four workers now worry about money issues on the job, resulting in lost productivity, but there are services organizations can offer to mitigate the problem.

Determining what is actually ‘in the best interest of the client’ is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.

ADP’s Gerry Leonard offers ways advisers can help clients plan, implement and manage admin systems and other tech.

One-out-of-four workers now worry about money issues on the job, resulting in lost productivity, but there are services consultants and brokers can offer to mitigate the problem.