Client communications

Artificial intelligence and machine learning technologies are entering the benefits space, but they might not be the solution for a better member experience.

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

Step 1: To prepare yourself for growing your benefit advisery, imagine that you are starting new one right now.

Sure, a ping pong table in the break room is nice. But the new generation of employees is looking for serious offerings when considering an employer.

EBA’s Adviser of the Year shares his thoughts on the coming trends of 2019, if he would ever sell his brokerage, and whether he would want his sons to follow him in his footsteps.

A ping pong table in the break room is nice but the new generation of employees is looking for serious offerings when considering an employer.

Advisers in the eye of the storm lay out some tips for dealing with a hurricane at work.

Advisers lay out some tips for dealing with a hurricane near work.

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

EBA’s Advisers of the Year stand out for their work in retirement planning, voluntary benefits, wellness and technology.