Banco Popular de Puerto Rico

EBA Contributor Andrew Torelli was shocked to hear health care statistics recently that makes him rethink what the real health care crises in this country are and how to properly address them.

There is a rarely a plan of how "pretend sales goals" are going to actually be met, says EBA Contributor Kevin Trokey. He provides seven cultural issues to consider when selling product.

In a brush up on voluntary, Prudential's Jim Gemus explains the advantages in offering voluntary to you, your clients and their employees in this challenging business environment.

It’s likely no one pays more attention to retirement plan fees than the plan fiduciary, says The Principal Financial’s Aaron Friedman. After all it’s their job to work with the service provider and financial professional to make sure the fees paid by the plan are “reasonable.” But what exactly does “reasonable” mean and what does it have to with cars?

Results from Towers Watson’s recent Global Workforce Study that shows almost half of U.S. workers (49%) are willing to trade paid time off and future career advancement opportunities for guaranteed retirement benefits. Why? Do employees think a secure retirement largely is out of their control?

If you are a small business owner and the reason you are giving your customers to buy from you is price, EBA Contributor Kevin Trokey strongly encourages you to start looking for another reason. In this world of big box stores and Internet shopping, small businesses just can’t compete on price.

When was the last time you took a good, introspective look at your client base and thought about saying goodbye to a client? For EBA Blogger Beverly Beattie, it’s important to give clients tremendous value and for my clients to know they are fully receiving it.

Access to quality life insurance for middle and lower income families has disappeared over the past 10 to 20 years. A life insurance agent simply cannot make lower income American’s a primary market and be financially successful, says blogger Tinker Kelly. But how can you overcome that?

Rumor has it that the Department of Labor recently hired a lot of new field auditors, which could only mean one thing — more audits. Which Principal Financial's Aaron Friedman says means it is safe to say that more 403(b) plans will be put on the firing line as well. Just what we need, right? Well, a little work now and some knowledge may help, so keep reading.

Now that health reform is here to stay, blogger Dave Petno says he is ready for the challenge to understand what he calls the “entire 2,700 page monstrosity.” Here’s how you can be prepared too for your client’s questions.