Benefits Think Here’s what you need to know when adding a 401(k) to your portfolio
Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.
Roger Lee
Human Interest
Client communications
Helping clients build a better 401(k)
How state mandated employer-provided retirement plans may pave the path for a national model.
Benefits Think 4 drivers of healthcare costs — and what advisers should do
Brokers can generate client savings by focusing on frequency and severity of claims.
Benefits Think 4 trends reshaping health insurance
From the Affordable Care Act to growing amounts of health data, here’s what employers need to know.
Ron Goldstein
Choice Administrators
Benefits Think 3 HR questions to ask your prospects
More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.
Alex Tolbert
BerniePortal
Benefits Think Top 5 health insurance trends to watch
From the Affordable Care Act to growing amounts of health data, here’s what advisers need to know.
Ron Goldstein
Choice Administrators
Teaching job provides launching pad for benefits career
Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.
The true cost of ignoring mental health in the workplace
Mental health problems can trigger life threatening medical conditions. Here's why clients should get involved and how benefits can help.
Former history teacher ‘accidentally’ becomes benefits adviser
One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.
Adviser tries to appeal to millennial workers with new benefits
“That’s my favorite part about this job, that I get to be creative and bring those solutions,” says Rising Star adviser Danielle Schweiger.
Benefits Think To improve sales results, here’s one weekly habit to adopt
Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.
Jack Kwicien
Daymark Advisors
New health plans expose the insured to more risk
New types of insurance plans are sprouting up as clients face rising healthcare costs.
New health plans expose the insured to more risk
New types of insurance plans are sprouting up as clients face rising healthcare costs.
Benefits Think Enhanced benefits can boost business (if clients avoid this mistake)
Your firm could be leaving profit on the table — as much as 35% — simply from mishandling your business relationships.
Eric Silverman
Voluntary Benefits
Benefits Think What employers really want from their benefits broker
Education and enrollment services may have been important in the past, but employers are looking for more help from advisers.
Gil Murdock
DirectPath
Benefits Think What clients really want from their benefits broker
Education and enrollment services may have been differentiators in the past, but advisers need to look beyond these offerings to remain competitive.
Gil Murdock
DirectPath
Benefits Think How to evaluate health questionnaire software
Filling out paperwork is so inefficient it keeps brokers from pursuing alternate funding strategies.
Alex Tolbert
BerniePortal
How one adviser helps employees navigate the healthcare system
Ed Ligondé, one of our 20 Rising Stars of 2019, used his own medical condition as inspiration to learn about healthcare — and improve employee benefits education along the way.
HHS secretary calls on brokers to help lower healthcare costs
Advisers should continue to engage with government officials on issues impacting the price and quality of care, Alex Azar said.
10 key takeaways from Workplace Benefits Renaissance
EBA’s annual conference delved deep into hot benefit trends and technology.
