How a broker eases employees’ healthcare burden
Pancoast Benefits offers clients concierge services to engage and empower workers to take charge of their benefits.
Client relations
Editor’s Letter: Enticing benefits strategies
It’s a whole new benefits game as advisers come up with creative solution to help their clients self-insure.
Benefit advisers urged to leverage power of personal touch
Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.
NFP venture fund to seed innovative broker-tech partnerships
A $30 million investment aims to connect employers with bleeding-edge products and services across HR, insurance and financial services.
C-suite or bust: Brokerage steps away from typical HR-driven benefits conversation
PSG Washington focuses on executive-level strategic planning to lower health plan costs for clients.
NFP venture fund to seed innovative broker-tech partnerships
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.
Benefits Think What is your competitive advantage as a benefit broker?
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.
Jack Kwicien
Daymark Advisors
Benefits Think For benefit adviser success, create a winning theme
To motivate their teams, brokers need a rallying cry that evokes shared goals and a larger vision.
Wendy Keneipp
Q4intelligence
Brokerage’s concierge program makes surgery simple
Pennsylvania firm Benefit Design Specialists offers self-funded clients a nurse-managed surgery network that is free to employees.
Rebranding benefits: Goodbye ‘voluntary.’ Hello ‘enhanced’
With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.
With its 500th brokerage purchase, HUB International eyes firms in Canada
The employee benefit insurer continues to look for firms that offer talent and regional opportunity.
Personalizing the pitch: finding the individual adviser’s story
To claim new business and stand out from the competition these brokers are utilizing their unique histories to leave a lasting impression with prospective clients.
Empowering employees through wide-ranging benefits
A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.
Engaging employees from ‘hire to retire’
How New England’s CGI Business Solutions became a one-stop benefits shop.
Benefits Think Brokers will always be fiduciaries
It is widely anticipated that the March 15 ruling will soon take effect, restoring the DOL’s 1975 regulation defining fiduciary investment advice to plan and IRA investors.
Joshua J. Waldbeser
Drinker Biddle
Benefits Think Who do you work really for—the insurance carrier or your clients?
Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.
Benefits Think For benefit advisers marketing has become a whole new ballgame
To get your prospects’ attention, you need a highly visible presence that speaks to their needs.
Wendy Keneipp
Q4intelligence
Robust agency M&A activity reported for Q1
At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.
How to help employees negotiate their retirement salary
Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio
From strip clubs to massages: When clients are sexually inappropriate
It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.
