Advisor strategies

Having a different conversation with clients will set you apart from the larger agencies, says Nelson Griswold.

Multiple employer plans address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

MEPs address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

Employer strategies include offering multiple plan options, connecting employees’ health to their financial wellness and making use of benefit technologies.

These techniques can help advisers boost their search engine placement and online marketing results.

When hiring a benefits broker or adviser, check if they’ve completed programs such as the Certified Employee Benefits Specialist offered by the International Foundation of Employee Benefit Plans.

Putting the sales process in perspective and getting these steps right will improve your business, says Wendy Keneipp.

Some organizations are deploying a strategy that reduces their HSA contributions in favor of employer-funded indemnity products, such as accident and critical illness insurance.

Offer employees plan options and help them connect health and financial wellness among one expert's recommendations.

As a result of the Affordable Care Act, employers are looking for their brokers to do more than simply provide a health insurance quote.