Cort Olsen

Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.

The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.

Large market employers can mitigate the risks of fully insured plans, but the small to middle market may find that joining a medical captive brings more control over their medical costs, says adviser Mark Gaunya.

Baldwin Krystyn Sherman Partners’ co-founder Elizabeth Krystyn engages her staff with her 25 years of experience to develop a strong coordinated brokerage.

Advisers think they know a great deal about CDHPs, but new data reveal a lack of understanding about associated wellness incentives and account-based plans.

These industry experts are making significant contributions to employee health and retirement plans.

The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term employer needs.

Building a book of business requires multiple branches of a production department and should not rest on the back of one broker to carry business forward.

Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.