Client strategies

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.