Client strategies

Advisers can take a page from the auto industry and give employers an incentive to make a timely decision.

By designing packages to improve our broken healthcare system, innovative benefits consultants can help clients save thousands of dollars.

Pancoast Benefits offers clients concierge services to engage and empower workers to take charge of their benefits.

It’s a whole new benefits game as advisers come up with creative solution to help their clients self-insure.

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.

The Columbus, Ohio-based brokerage saves client’s money by taking them partially self-funded, bringing in proprietary stop-loss coverage and introducing transparent PBMs.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Because next year will be too late.

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.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

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.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

The key in this new digital era is to marry sophisticated technology with real-life human beings to start meaningful conversations.

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.