Family ties bind brokerages to heirs
Working alongside relatives involves honesty, work-life balance, synergies and occasional conflict.
Practice and client management
Consultant finds passion in fast-paced benefit environment
After decades on the carrier side, Pacific Resources’ Patricia Purdy is excelling as an adviser on leave management, millennial needs, technology and more.
Benefits Think Price controls could be the key for an affordable health plan
Instead of debating insurance marketplaces, U.S. lawmakers should focus on comparing the price of prescription drugs in Canada, suggests Perry Braun.
10 key takeaways from EBA’s Workplace Benefits Mania
Speakers at the conference shared how private exchanges are evolving, selling with technology, sales tips and more.
Strong, year-round communication can move the bar on benefit participation
Employees typically uninterested in voluntary benefits express a willingness to consider products when information is provided through a variety of mediums outside open enrollment, says LIMRA's Ron Neyer.
Benefits Think The digital healthcare revolution is just beginning
Advisers, providers and employers will all benefit from a tidal wave of transformation.
Raj Bhavsar
ConnectYourCare
When data transparency needs a carrot-and-stick approach
Medical data analytics is pointless if employees won’t use it. Here’s how to urge the workforce to spend their benefit dollars smartly.
Benefits Think Don’t ignore the massive communications transformation
Email is a dying medium of employee engagement; to meet workers where they are, HR professionals must be well versed in the latest social technology.
Tom Greene
Alliant Employee Benefits
Strong, year-round communication can move the bar on benefit participation
Employees typically uninterested in voluntary benefits express a willingness to consider products when information is provided through a variety of mediums outside open enrollment., says LiMA's Ron Neyer.
Proof that work-life harmony exists
Account executive and producer for AHT Insurance, Jamie Sachtjen, proves she can service her clients, find new technology and climb the corporate ladder while raising a family at the same time.
Employers with student loan benefits have the edge
About 80% of employees say they want to work for a company that offers a repayment program.
Maxwell Health’s formula for success
The three-year-old brokerage’s former head of business development Meg Murphy shares lessons with her fellow advisers.
EBA’s 2017 Most Influential Women in Benefit Advising
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
Student loan debt creates opportunity for advisers
In 2017, just 4% of companies offered student loan repayment assistance, but the industry is expected to grow to 26% by 2019, according to SHRM.
Putting the employee in charge of a consumer-driven health plan
Large market employers can mitigate the risks of fully insured plans, but the small to middle market may find that joining a medical captive brings more control over their medical costs, says adviser Mark Gaunya.
Benefits Think Price controls could be the key for an affordable health plans
Instead of debating insurance marketplaces, U.S. lawmakers should focus on comparing the price of prescription drugs in Canada, suggest Perry Braun.
Veteran adviser strives to share culture with young brokers
Baldwin Krystyn Sherman Partners’ co-founder Elizabeth Krystyn engages her staff with her 25 years of experience to develop a strong coordinated brokerage.
Benefits Think The ‘Southwest Airlines approach’ to benefits and enrollment
To improve their clients’ experience, advisers should focus on outcomes — not technology.
Joe Markland
Nfor1
Benefits Think Will Amazon turn Whole Foods into Whole Drugs?
Employers beware: With this acquisition, the online retailing juggernaut has set its sights on healthcare.
Tom Greene
Alliant Employee Benefits
Onboarding long-term care clients with technology
LTCI offers an array of tech and educational tools to make signing up for LTC as easy as dental coverage.
