Advisor strategies

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.