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.