Cort Olsen

More than two thirds report a desire to keep participants in plans after retirement and have greater focus on longer term objectives over short-term downside risk.

The record-keeping firm is acquiring Russell Investments’ Adaptive Retirement Accounts program to offer account management to clients.

The virtual healthcare provider is also extending employee access to its telerehab program to 11 additional states.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

President of Energi Insurance Services in San Juan Capistrano, Calif., Craig Lack identifies how brokers can claim new clients by showing them the cost of inaction.

Adviser Jeff Fox is weaning his clients off of preferred provider networks in favor of self-insuring and contracting directly with a top-flight health system.

At an ‘underground’ sales seminar, brokers learned new techniques for prying clients away from their entrenched competitors.

The deal gives the digital health company additional resources to address the needs of employees with chronic health conditions.