Client strategies

Most people who set their inboxes to OOO don’t put much time into what they’re conveying to the outside. They should. And so should you.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

Serving clients today requires creativity and innovation. It’s about being resourceful in how and when you connect with clients, because we all want to feel connected right now.

The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.

Now is the perfect time to initiate discussions with clients to create a multiyear benefits strategic plan. Here’s how.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.

The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.

This recently passed bill is groundbreaking retirement legislation and will substantially alter the landscape for employer-sponsored retirement plans and individual savers.

They are triple-tax advantaged, but also introduce significant challenges — especially for life partners with multiple accounts.

The gender gap is alive and well when it comes to career timeouts and savings often take the hit.

Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.

One way for advisers to improve is to start building your skill set by talking to several 401(k) carriers, beginning with existing plans.

Let them do the bragging for you as you build a small library of niche narratives.

Benefit vendors say employers will look elsewhere if their brokers don't bring trending voluntary benefits to their attention.

With the Benefit's Forum & Expo about to begin, take a look at this year’s honorees aiming to transform wellness, technology, retirement and voluntary benefits in a changing business landscape.

Employers should consider bringing benefits such as student loan repayment and financial wellness to employees this year.

Advisers should consider bringing benefits such as student loan repayment and financial wellness to employers this year.

“If retention is an important factor for an employer, financial wellness is quite worth the investment,” one benefits consultant says.

As we approach the end of the year, this is the perfect time to establish a planning habit with your sales team, columnist says.