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Columnist Jack Kwicien shares critical questions every adviser needs to answer to form a successful business continuation plan.
May 13Daymark Advisors -
To gain control of the consultative selling process, advisers must think like a physician, says Bottom Line Solutions’ Nelson Griswold.
May 10NextGen Benefits Mastermind Partnership -
A wide breadth of product offerings and more attention to financial wellness are behind the steady increase in voluntary sales, according to LIMRA data.
May 3 -
In another ACA irony, carriers seek to discourage sales of money losing policies by denying consumers the professional advice they need, says NAHU president Don Goldmann.
April 27Word & Brown -
Benefits administration technology firm Businessolver partners with online finance company SoFi to provide student loan refinancing as an employee benefit.
April 26 -
There are a number of successful methods to use to convince a client’s staff of the value of these offerings, says benefit expert Tyson Funk.
April 26Aflac -
The social media site is an invaluable marketing tool, says Amy Evans, but be sure potential clients know what you do and how to contact you.
April 25Colibri Insurance Services -
How advisers can help employers attract younger workers with this non-traditional worksite product.
April 25 -
Strategies such as narrowcasting can help you develop a website that creates opportunities for prospective clients to find you.
April 19Buckingham Wealth Partners -
Specializing in a business sector allows advisers to intelligently discuss an employer’s most pressing problems.
April 19