Client strategies

“That’s my favorite part about this job, that I get to be creative and bring those solutions,” says Rising Star adviser Danielle Schweiger.

Successful sales meetings are important. Don’t miss the opportunity to educate, motivate and congratulate members of your organization.

New types of insurance plans are sprouting up as clients face rising healthcare costs.

New types of insurance plans are sprouting up as clients face rising healthcare costs.

Your firm could be leaving profit on the table — as much as 35% — simply from mishandling your business relationships.

Education and enrollment services may have been important in the past, but employers are looking for more help from advisers.

Education and enrollment services may have been differentiators in the past, but advisers need to look beyond these offerings to remain competitive.

Filling out paperwork is so inefficient it keeps brokers from pursuing alternate funding strategies.

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.

Advisers should continue to engage with government officials on issues impacting the price and quality of care, Alex Azar said.