Client acquisition

It’s a whole new benefits game as advisers come up with creative solution to help their clients self-insure.

Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

Industry observers say a strong economy and potential benefits from the Tax Cut and Jobs Act will continue to impact deals in 2018.

With many large benefit brokerages focused on M&A, developing the next generation of producers is too often ignored.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

The start of the year saw seasoned professionals joining the ranks of employee benefit organizations.

Don’t be afraid to look past typical health brokers to make client introductions — even the office cleaning person could be a lucrative source.

The right timing and messaging can open doors, demonstrate acumen, build trust and strengthen relationships.