Benefits Think LTC coverage emerging as a necessary consideration
How one adviser's personal experiences reinforced the value of providing long-term care coverage as part of a hybrid life insurance policy for a superior solution.
Charlotte Santa Cruz
Founder
Benefits Think Why it’s critical to align goals during mergers and acquisitions
Considering selling your agency? First step is finding legal and financial counsel that know your company and industry well.
Benefits Think Becoming an unexpected caregiver changed my relationship with work and life
A booming business is something to be proud of, but it’s nothing without friends and family to lean on when they’re most needed. I’m now taking steps to strike a better balance.
Benefits Think Help clients and employees navigate a vast menu of voluntary benefits
Employees need to understand the intangibles of insurance policies with the help of an attentive adviser who will present the best possible suite of solutions.
Benefits Think Strategic partnerships can push you outside your comfort zone — and help your business provide all coverage lines
Clients rarely reveal their dissatisfaction before starting to shop around for a new agency partner. Here’s how to protect your business.
Benefits Think Use technology to support and complement HR and benefit advisers — not replace them
Digital tools can streamline and speed up tedious processes. But don’t let technology overshadow the power of personal relationships and service.