A new automated solution speeds up broker background checks
Trua's platform delivers continuous, automated verification of broker-dealer and RIA registrations, licenses, exam credentials and disciplinary history.
Practice and client management
The benefits of reducing waste in the workplace
While unnecessary waste in business may not seem like a big deal, advancing reduction strategies can result in significant benefits for the organization.
Microsoft predicts an AI-focused future for the workplace
The tech giant surveyed 31,000 global workers and analyzed data from LinkedIn, Microsoft and other AI startups to visualize what's in store for the future of work.
How digital marketing tools can elevate benefits advising
Websites, blogs and newsletters represent an opportunity to demonstrate educational expertise, while social media should reflect personality.
New LIMRA research bullish on broker role
Most employers expect to have a greater reliance on advisers over the next five years amid growing demand for data driven-insights about the value of benefits.
Guide What employers want: A broker’s guide to retention and growth
Healthcare costs are rising. Learn how brokers can support employers and drive growth. Download the guide.
New technologies help advisers elevate financial wellness offerings
Seamless integration helps advisers sell income-protection upsell and cross-sell products to better meet the financial needs of employees.
How trauma changed an adviser’s approach toward ‘dysfunctional’ healthcare system
Matt Ohrt didn't know much about the dysfunctional U.S. healthcare system until immersing himself in the details changed everything.
The rise of social media’s finfluencers — and how they’re helping Gen Z
Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.
Vigilance on vetting PBMs will stem litigation
Amid high-profile, class-action lawsuits over inflated prescription drug prices, advisers are urged to cement a fiduciary process for employer clients.
Benefits Think Why gratitude and support are the missing pieces in workplace well-being
Two behavioral researchers from Duke University explain the business benefits that come from fostering human connection among employees.
Shaye-Ann Hopkins
Duke University
Can a comic book hero rescue healthcare?
Chris Wolpert learned the power of publishing in getting across his benefits-advising message, earn street cred, and court prospective clients.
Road to recovery: Taking a new approach to vendor partnerships
In the final installment of this series, advisers share the lessons they now apply to their healthcare and sales strategies.
Road to recovery: Patient advocacy, pain management critical for MSK
Advisers with spinal issues of their own learned first hand how to improve the design and management of high-cost health plan claims.
A job-hopping slowdown could be a boon for retirement savings
Wage growth for job-hoppers is on the decline, but that might be a good thing for long-term retirement savings.
Road to recovery: Self-funded care cuts through the noise
Utilizing a cash-pay model helped several advisers find recovery from their MSK conditions.
Road to recovery: Are non-surgical remedies the solution to MSK?
In this multi-part series, benefit advisers share their experiences with alternatives to surgery to treat debilitating and persistent pain.
Benefits Think A thoughtful approach to recruitment of Gen Z
An expert on brand strategy discusses how to effectively engage the youngest group in the workforce.
Matt Gilbert
Appcast
Road to recovery: How MSK conditions transformed advisers’ approach to benefits and care
This multi-part series explores the impact of MSK conditions, and the lessons benefit advisers learned as they sought treatment themselves.
Retirees don’t mind living in expensive states. Should they?
Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
