HSA assets surpass $60 billion, growth expected to continue
More employers are turning to the tax-advantaged account as a way to help employees pay for the rising cost of healthcare.
Client communications
HSA assets surpass $60 billion, growth expected to continue
More employers are turning to the tax-advantaged account as a way to help employees pay for the rising cost of healthcare.
Benefits Think It’s open season on your clients’ benefit programs
Enrollment is right around the corner and advisers need to be armed with information on the latest trends.
Donna Parent
Sontiq
Benefits Think It’s time to choose: Status quo or disruption
Brokers and advisers must choose either to actively disrupt the status quo or to support it. There’s no middle ground, columnist argues.
Employee Benefit Adviser names first ever dual Advisers of the Year
Honorees include industry leaders from Arrow Benefits Group, FisherBroyles, Selden Beattie, Paz Holding and American Benefits Consulting.
Benefits Think Why advisers may need to tailor their message
Adjusting your communications strategies can help lure prospects and build trust with current clients.
Wendy Keneipp
Q4intelligence
Benefits Think The secret to differentiation and building competitive advantage
Great service gets you in the game, but won’t set you apart. Here’s the strategic service that can help you break out from the pack.
Jack Kwicien
Daymark Advisors
This adviser’s harrowing history drives her passion for helping others
Persistence born out of unique struggles allows Le Phan to provide clients with innovative strategies that positively impact employees’ lives.
New sales model aims to help brokers better support small clients
Lincoln Financial Group’s new offering assists advisers bringing insurance to employers with less than 100 workers.
Benefits Think Why brokers should focus on hiring — not benefits — when pitching to clients
Discussing relevant news such as the low unemployment rate, will make a bigger impact on employers.
Alex Tolbert
BerniePortal
Benefits Think 4 considerations when developing an absence management program
Clients utilizing these best practices can springboard long-term success with recruitment, retention, lower absenteeism, reduced costs and employee happiness.
Stephen Coffman
Guardian
Top Woman adviser inspires others with her strength in the face of tragedy
“The struggles and her success in working through it have been an inspiration for our entire community,” Elizabeth Krystyn, co-founder of BKS.
The tech savvy adviser: strategies for modernizing benefits communication
Text messages, mobile apps and videos are all methods brokers can use to get — and keep — employees attention during open enrollment and beyond.
The do’s and don’ts of reference-based pricing
Clients often look to advisers for guidance when implementing a new healthcare spending model.
Benefits Think Zenefits’ founder is back: What does it mean for the billion-dollar HR tech market?
Advisers are playing an important role in the rapid growth of the small and mid-sized software solutions industry.
Alex Tolbert
BerniePortal
Keeping brokerages competitive in an overcrowded marketplace
Advisers who are averse to change may face an uphill battle when it comes to attracting new clients.
The student loan repayment benefits market is ‘blowing up’
Advisers should focus on bringing new holistic financial wellness offerings to clients.
Data breaches are putting client data at risk. Here’s what advisers can do
Independent brokerages and agencies are “low-hanging fruit” for cybercriminals, one expert says.
Steps to help millennials lay a financial foundation
Before saving for retirement, young employees are advised to pay down high-interest debts and build an emergency fund, an expert says.
Benefits Think Regaining sales dominance via social selling on LinkedIn
In a TMI world, advisers must make themselves knowable and accessible to buyers through the research and decision-making process.
Wendy Keneipp
Q4intelligence