Client communications

A $30 million investment coincides with benchmarking effort and symposiums to connect clients with bleeding edge products and services across HR, insurance and financial services.

The Columbus, Ohio-based brokerage saves client’s money by taking them partially self-funded, bringing in proprietary stop-loss coverage and introducing transparent PBMs.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Because next year will be too late.

To stand out in a tight market, advisers need to transcend their clients’ expectations. The best way to do this is by becoming a human-capital consultant.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.

Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.

Your clients and their employees need to know your service extends throughout the year.