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.
Client strategies
Brokerage, retirement firm partner to fight large company consolidation
Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.
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.
What’s in a consulting firm’s name? A vision for growth
HR and benefits consulting firm Findley Davies strengthens company-wide commitment to continued business development and excellent client service with a strategic rebrand.
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 Inside the modern HCM evolution
HR departments need to think about how they can meet their human capital management needs.
Shandon Fowler
Four8 Insights
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
Benefits Think Inside the modern HCM evolution
How brokers and technologists should be advising clients about their human capital management needs.
Shandon Fowler
Four8 Insights
Conduent sells HR consulting business
The business service provider will focus on providing a range of business services that are built on leading technology platforms.
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
Lessons from the World Health Care Congress
At the event in Washington DC, benefit brokers learned new, innovative ways to reduce healthcare costs for their employer clients.
Can financial wellness programs help women bridge the gender savings gap?
Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.
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
Benefits Think Want more enduring client relationships? Try offering a more strategic set of services
No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.
Benefits Think Climbing the pyramid of client relationships
The most successful benefit advisers move beyond routine service offerings and position themselves as trusted business consultants.
Jack Kwicien
Daymark Advisors
Benefits Think The 4 stages of successful startup growth
Profitable firms have several best practices in common to survive the early years of little revenue and funding struggles.
Bobby Martin
Vertical IQ
Collateral Benefits Group adviser brings youthful energy to a leading position
EBA Rising Star in Advising Mark Fox went from being broker services rep at Aflac to small brokerage owner to his current position at a larger firm all before age 30.
Benefits Think Millennial advisers who are transforming their family firms
These young benefit strategists are breaking through the benefits status quo and reimagining the brokerage market.
Eric Silverman
Voluntary Benefits