A step-by-step guide to conducting effective sales meetings
Mondays are the most productive day to hold an all-staff discussion to promote the products and services that are the lifeblood of any brokerage.
Finance
Why brokers are more open to introducing voluntary benefits
Bringing the products to clients is a natural fit as healthcare costs continue to shift onto employees, DirectPath’s Bart Yancey says.
Bringing a true business perspective to the benefits market
Partner at DCW Group, Bob Gearhart Jr., is seamlessly adapting to the changing role of adviser from product specialist to corporate consultant.
Breaking the chains of sales limitation
Body builder and inspirational speaker Dave Whitely wowed EBA’s Workplace Benefits Summit, by displaying his feats of strength and proving no obstacle is too difficult to overcome.
Benefits Think Closing the gap: Selling life insurance to Gen Xers and millennials
How to overcome five common barriers to purchase, such as cost miscalculations and demographic needs for the product.
Jennifer Gassaway
Standard Insurance Company
Benefits Think How to harness the power of value-added benefits
Three ways advisers can effectively communicate to employers the perks of beefing up a benefit package.
Ron Goldstein
Choice Administrators
Dividends are no longer sexy … which is what makes them attractive
When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.
Dividends are no longer sexy … which is what makes them attractive
When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.
App aims to help brokers boost client savings
eCommerce agency Stryde uses a data-driven approach to find industry-specific savings it says advisers can utilize to expand their books of business.
Benefits Think Aligning employer and adviser incentives to lower costs and raise compensation
Most brokers are not used to talking about money because they are not worth what they are being paid, says Lake Norman Benefits’ David Contorno.
David Contorno
E Powered Benefits
Q2 organic growth continues despite healthcare burdens
Success hinges more on broker dedication to benefits expertise than firm size.
The challenge of living with low interest rates
Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.
Living with low interest rates
Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.
Paychex acquires professional employer organization HROI
The deal aims to expand the payroll provider’s HR outsourcing business.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Paychex acquires professional employer organization HROI
The deal aims to expand the payroll provider’s HR outsourcing business.
Making large growth with a small team
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Benefits Think To win accounts, stop competing
Smart agency leaders are reworking their strategy to stop contending with other firms in their market.
Adviser maintains 100% retention of high-powered clients
Vice president and account executive at Pacific Resources, Heather Gillow, has never lost a customer in her tenure, proving she has what it takes to manage Fortune 500 companies.
10 key takeaways from EBA’s Workplace Benefits Mania
Speakers at the conference shared how private exchanges are evolving, selling with technology, sales tips and more.