Advisor strategies

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.