Client strategies

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.

Want to move from simply selling insurance to becoming a trusted adviser? Then you better learn the language of executives.

Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.

How state mandated employer-provided retirement plans may pave the path for a national model.

Brokers can generate client savings by focusing on frequency and severity of claims.

From the Affordable Care Act to growing amounts of health data, here’s what employers need to know.

More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.

From the Affordable Care Act to growing amounts of health data, here’s what advisers need to know.

Former elementary school teacher Joe McGinty still uses the communication skills honed in inclusion classrooms.

One of EBA's 2019 Rising Stars, Derek Winn, parlayed his job teaching to educating people about benefits.