Client strategies

Innovo Benefits Group and Aegis Retirement Partners join together against sales-driven strategies and the commoditization of services among large group advisers.

A New England adviser integrates group, voluntary and individual products to ensure workers have control of their own healthcare throughout their lives.

How New England’s CGI Business Solutions became a one-stop benefits shop.

HR and benefits consulting firm Findley Davies strengthens company-wide commitment to continued business development and excellent client service with a strategic rebrand.

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.

HR departments need to think about how they can meet their human capital management needs.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

How brokers and technologists should be advising clients about their human capital management needs.

The business service provider will focus on providing a range of business services that are built on leading technology platforms.

Advisers paid on commission often have conflicting interests. Performance-based pay resolves them in the clients’ favor.

To get your prospects’ attention, you need a highly visible presence that speaks to their needs.

At the event in Washington DC, benefit brokers learned new, innovative ways to reduce healthcare costs for their employer clients.

Lower incomes, longer lives and time out of the workforce means women lag men when it comes to preparing for retirement. Advisors can help.

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

No matter how competent, advisers who limit their services to benefits planning are more vulnerable to competition.

The most successful benefit advisers move beyond routine service offerings and position themselves as trusted business consultants.

Profitable firms have several best practices in common to survive the early years of little revenue and funding struggles.

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.

These young benefit strategists are breaking through the benefits status quo and reimagining the brokerage market.

Institute an outbound call center and don’t rely on overtaxed account management staff.