Andrew Torelli

The needs of three constituents must be met: the employer, the employee and the consultant.

There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.

There are two foundational pieces that are often missing from plans, says adviser Andy Torelli.

Ask yourself, are you doing all you can to provide relevant value to your clients and your brokerage, says adviser Andy Torelli.

The company’s new platform is evidence that threats continue to emerge for brokers, but so do possibilities. Success depends on understanding the client’s needs.

Large group renewals, small group renewals, ACA reporting, and much much more. A number of events in the benefit calendar year converged to make the fourth quarter of 2015 a season to remember. How can brokers better prepare for Q4 2016?