Advisor strategies

Industry experts weigh in on a range of pain points facing employees, such as managing student debt, and the products that are designed to address them.

Adviser Eric Silverman is on a ‘journey to transform’ the perception of employee-paid benefits.

New coverages, such as follow-up care and gunshot protection, have more employers offering to pay for the product, as growth doubles year-over-year.

Keeping benefits local and establishing an active communication chain are just two ways the top brokers achieve success within their positions.

With many new industry players, advisers need to come up to speed on product details, panel at EBA’s Workplace Benefits Summit says.

NFP’s Sue Donohue is uses employee data to help employers recognize how to attract top talent with the most relevant benefits.

Speaking the employer’s language, providing self-service tools and amping up brand recognition will keep clients turning to brokers for advice.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

Atlanta-based OneDigital is the company’s first brokerage partner and will take over the San Francisco firm’s 7,000 client list.

Most brokers see themselves contending with ben admin platform vendors and outsourcers for business.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBN’s Benefits Forum & Expo say.

Body builder and inspirational speaker Dave Whitely wowed EBA’s Workplace Benefits Summit, by displaying his feats of strength and proving no obstacle is too difficult to overcome.

Personalization is key as field shifts from ‘one size fits none to one size fits one,’ panelists at EBA’s Workplace Benefits Summit say.

Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.

Three ways advisers can effectively communicate to employers the perks of beefing up a benefit package.

FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.

Although his power is still out, Wayne Sakamoto says he can’t wait to assist clients and serve his Naples, Fla., community in its recovery effort.

New coverages, such as follow-up care and gunshot protection, have more employers offering to pay for the product, as growth doubles year-over-year.

For adviser Cerrina Jensen of CoreMark Insurance Services, helping entrepreneurs succeed and offer great benefits is personal.

FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.