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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.
Success hinges more on broker dedication to benefits expertise than firm size.
A combination of a third party administrator and a robust internal plan administration can increase plan flexibility and make it easier to catch errors and excessive billing in claims.
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.
Helping clients process claims, backing up data and volunteering in the next few weeks are a few survival steps in the wake of the storm, advises Jack Kwicien.
Advisers must weigh the pros and cons and ask themselves: How badly do I want this?
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Brokerage owner Tanya Boyd continues to double her business year-over-year with just five employees.
Wisconsin is trying to attract a Foxconn factory even though it doesn't have enough workers.
Having a commoditized sales model no longer works for the average brokerage, rather a laser-focused, client-centric, consultative business will give an agency the edge.
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.
Working alongside relatives involves honesty, work-life balance, synergies and occasional conflict.
The company’s free trip anywhere in the world with six weeks off could catch the attention of other employers as way to avoid worker burnout.
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.
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
Weebly’s free trip anywhere in the world with six weeks off could catch the attention of other employers and advisers as way to avoid worker burnout.
To remain relevant regardless of the changes in the benefits landscape or state of the economy, follow these tried and true business practices.
Michelle Robleto dedicates herself to improving the benefits experience of all those she interacts with, extending client retention and firm stability.
Do not passively wait for written reviews by an occasional client or two — consider developing a proactive campaign, says columnist Jack Kwicien