Marketing

Factors such as a desire to maintain control and cost concerns have PBEs slow to gain traction, according to the Pacific Business Group on Health.

Savvy advisers are crunching the numbers to retain clients and win new business.

Sharing political opinions with colleagues — and especially clients — can have a negative effect on an adviser’s business, says columnist Wendy Keneipp.

Word choice proves paramount with these products, says adviser Eric Silverman, who encourages producers to think before they speak.

Giving time, intellectual capital and expertise to the next generation is how the industry will thrive, says adviser Vinnie Daboul.

Broker-friendly changes and ‘more open dialogue’ with CMS have led to multiple favorable changes for the community.

Advisers can not only improve supplemental sales, but also deliver on a critical employee need with the right communication on these products.

Ignoring these companies because of their size and smaller commissions is a shortsighted strategy, says Maxwell Health’s Veer Gidwaney.

Reagan Consulting's survey reveals that organic revenue growth has fallen to 4%, its lowest since 2011.

With 2017 open enrollment beginning, adviser expertise needs to extend beyond just benefits and insurance, says Courtney Simpkiss, ADP’s VP, broker strategy.