Benefits Think Now’s the time to declutter your marketing plan
Start slow and keep it simple to help prospects understand and appreciate your value proposition.
Wendy Keneipp
Q4intelligence
Client communications
Helping clients understand the importance of disability insurance
In a panel discussion, three financial advisers explained why the products are often misunderstood and how to assist clients in evaluating their policies.
Podcast Access Denied: The financial media
Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism.
Benefits Think Time to up your ‘out of office’ game
Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.
Kyle Walters
L&H CPAs and Advisors
Benefits Think Work-from-home tools to master: Video messaging
When it comes to working from home, people’s thoughts automatically turn to Zoom. But there’s another game-changing tool that’s rapidly gaining traction in the telework arena.
Kyle Walters
L&H CPAs and Advisors
Benefits Think Creative ways to nurture client relationships during COVID-19
Serving clients today requires creativity and innovation. It’s about being resourceful in how and when you connect with clients, because we all want to feel connected right now.
Cy Moser
Trustmark Voluntary Benefits
Can clients protect 401(k)s from a coronavirus-driven market downturn?
“Find ways to generate income,” says one financial planner.
Workplaces should be putting their coronavirus contingency plans in action
“If an organization is able to have people work from home, then obviously that's the no-brainer,” said Scott Ream, chair of the Association of Continuity Professionals.
Benefits Think Should I break up with my retirement adviser?
It could just be a five-to-seven year itch, but take this quiz to find out.
Jim Scheinberg
North Pier Search Consulting
How to achieve diversification on the road to retirement
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
Benefits Think How to reinvent yourself as a human capital consultant
Benefits advisers must move beyond the perception of being product vendors. Here’s how to become a strategic consultant to succeed in a competitive market.
Jack Kwicien
Daymark Advisors
Seeking stability, Cetera embraces 401(k)s
The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.
Buyout or pension? The heavyweight bout of retirement decisions
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.
Benefits Think Challenge yourself to get better in the retirement market
One way for advisers to improve is to start building your skill set by talking to several 401(k) carriers, beginning with existing plans.
Tom Fowler
Fowler Financial Group
Benefits Think How to create a targeted client testimonial marketing plan that packs a big punch
Let them do the bragging for you as you build a small library of niche narratives.
Jack Kwicien
Daymark Advisors
2019’s Adviser of the Year winners lead through innovation
With the Benefit's Forum & Expo about to begin, take a look at this year’s honorees aiming to transform wellness, technology, retirement and voluntary benefits in a changing business landscape.
Benefits Think Planning for producer success
As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.
Wendy Keneipp
Q4intelligence
Silent epidemic generates special challenges for brokers
Managing kidney disease represents an area that’s prone to reactive medicine, wasteful spending and huge claims, but creative solutions to complex and costly care are within reach for savvy brokers and advisers.
Broker seeks to change the way stop-loss contracts are sold
Keith McNeil’s plan is designed to protect self-insured clients from costly “lasers” or rate hikes, policy cancellations or exclusions of specific health plan members.
Financially stressed employees don’t invest in life insurance
Workers may be missing the mark when it comes to supplemental benefits, but advisers can help close the gaps.
