Client relations

Million Dollar Round Table leaders share simple methods for taking sales of insurance and financial services to the next level.

A $30 million investment aims to connect employers with bleeding-edge products and services across HR, insurance and financial services.

PSG Washington focuses on executive-level strategic planning to lower health plan costs for clients.

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.

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.

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.

With a little name change, brokers are attempting to separate themselves from carrier rep competitors to form stronger partnerships with healthcare adviser specialists.

The employee benefit insurer continues to look for firms that offer talent and regional opportunity.

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.

A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.

How New England’s CGI Business Solutions became a one-stop benefits shop.

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.

Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.

To get your prospects’ attention, you need a highly visible presence that speaks to their needs.

At least 51 employee benefit firms were acquired by other businesses during 2018’s first quarter.

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

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.

No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.

An unprecedented, industrywide survey of sexual harassment in the professional workplace reveals industries with the highest prevalence of unwanted sexual behavior, the differences between large and small companies, and blind spots that may be preventing corrections. Fortunately, the data also lights a path forward.