Advisers make the difference in boomer retirement confidence
Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.
Client relations
Benefits Think Reference-based pricing could be the solution to rising healthcare costs
As the price of prescription drugs soar, advisers need to find more innovative strategies to help clients lower costs.
David Henka
ActiveRADAR
Benefits Think Breaking through the technology noise
Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.
Ron Goldstein
Choice Administrators
Zywave’s system aims to automate commission tracking
The company has made changes to its BrokerageBuilder platform to help advisers compare and input statements.
How brokers can lift their game and reach the C-suite
Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.
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 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
Teaching job provides launching pad for benefits career
Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.
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
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
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.
10 key takeaways from Workplace Benefits Renaissance
EBA’s annual conference delved deep into hot benefit trends, broker strategies and technology.
How tech, AI can help cut healthcare costs
There’s a big “gap in strategy — or the lack thereof,” says Curtis Cannon of Axis Recovery. “A lot of brokers have a bolt-on mindset.”
