Client strategies

Are you an insight-driven organization? If not, you’re losing out on a tremendous opportunity.

Smart, holistic strategies mean sitting down with your client, including HR, benefits directors and even the CFO.

The University of Lynchburg’s new degree aims to provide real world benefits experience.

Even clients offering these benefits might not recognize that women undergoing IVF require support and flexibility.

BenefitMall's Agency Workspace allows advisers to start or review quotes, set up enrollments and view commissions.

Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.

These firms employ nearly half of U.S. workers, and fewer than half of those firms don’t offer a retirement plan.

Advisers can work with clients to put in place convenience benefits as a way to help workers alleviate errand paralysis and simplify the incessant responsibilities of life.

Seven in 10 respondents in a new survey who work with an adviser have a retirement savings goal.

As the price of prescription drugs soar, advisers need to find more innovative strategies to help clients lower costs.

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.