Practice and client management

Gina Downs does the blocking and tackling for retired athletes and their families when it comes to accessing medical and behavioral healthcare.

The Validation Institute has put its stamp of approval on a dozen benefit advisers with a fee-based model that avoids conflicts of interest.

At the upcoming You Powered Symposium, vendors compete for $50,000 and investment in their benefit solution.

Savvy brokers are building scalable, strategic momentum with coordinated, high-performing blocks that feature the right employers.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.

Nearly half of brokers say their clients are actively requesting insights on AI tools, but most lack the infrastructure to adopt them.

Cally Ideus's nonprofit aims to bring an alternative treatment that helped her recover after military tours of duty into the medical mainstream.

Mindful of cumbersome rules and the potential for blended-family feuds, advisers can help take the lead on keeping the peace for benefit plan participants.

Better benefits, training and a supportive work environment can manage employees and reduce turnover.

With about 7 million additional Americans expected to sign up for HSAs, these vehicles can help finance costly GLP-1s.

As many as 70% of Americans don't have a will, trust, health or funeral directive as the nation gears up for its largest wealth transfer ever.

Advisers can help employers compete for C-suite talent amid major demographic shifts by highlighting nonqualified plans to supplement core benefits.

Pressure continues to mount on producers to deliver more customized benefit packages and consultative services to satisfy the needs of more demanding clients.

Confrontation isn't about conflict. It's about courage. It's the decision to stop avoiding the uncomfortable and to move toward honesty, clarity and respect.

When employees feel valued, heard and understood, they're more engaged, productive and less likely to seek other job opportunities.

Brown & Brown's Erika Illiano suggests finding the right decision-support tool and constructing a compelling narrative around various coverage options.

Even with the money to retire early, FIRE clients often face unexpected challenges around mindset, more than finances.

Self-funding, network steerage and gap funding require advisers willing to step out of cruise control and into a more consultative, engaged role.

Advisers can do a better job equipping employees with the knowledge they need to make better benefit choices.