How to grow, manage and incentivize a modern brokerage sales team
Building a book of business requires multiple branches of a production department and should not rest on the back of one broker to carry business forward.
Practice and client management
More women are joining the benefits industry, thanks to adviser Karin Rettger
The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.
Benefits Think 4 ways to foster innovation in an organization
Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.
Aldor Delp
ADP
A focus on clients leads adviser Marne Bell to success
Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.
Adviser maximizes corporate wellbeing programs through creative tech
Health and wellbeing program manager Kaleana Markley has rebuilt her company’s wellness program from scratch with a stronger focus on identifying short- and long-term client needs.
Benefits Think Product hawking is out. Compelling ideas and advice are in.
There is often a major disconnect between an insurance-focused website and what advisers are actually doing for clients.
Wendy Keneipp
Q4intelligence
Louisiana adviser grows business with a focus on customer support
A voluntary specialist, Charlotte Santa Cruz provides extensive, industry-leading enrollment and claims assistance to clients.
Benefits Think Intellectual curiosity separates top advisers from the herd
Successful consultants embrace the ever-changing benefits landscape, seeking out innovation at every turn.
Rachel Miner
Thrive Benefits
Benefits Think How employers can stay compliant with the ADAAA
Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.
Jeffery D. Smith
Standard Insurance Company
From semi pro-athlete to benefit adviser
Eugene Mintze started his career by playing Arena Football — now he is up for an award as an up and coming broker.
Assurance Agency sees massive growth under Liz Smith’s leadership
The suburban Chicago brokerage’s benefits department has grown 600% in recent years with this Most Influential Woman at its helm.
Passion-fueled benefits veteran saves clients millions while raking in new business
Marybeth Gray uses data analytics and pharmacy management expertise to bring down cost drivers for Trion Group clients.
Benefits Think How to help clients stay compliant with the ADAAA
Litigation under the Americans with Disabilities Act Amendments Act has more than doubled in the last five years, but a little workplace flexibility can provide some relief.
Jeffery D. Smith
Standard Insurance Company
Benefits Think How to get 401(k) participants to think long-term
Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.
Mark Singer
The Financial Literacy Toolbox
How the private exchange model has become more ‘refined’
First seen as a silver bullet to cut costs, consultants now know the true value of the platform, Willis Towers Watson mid-market exchange head Rob Harkins says.
A focus on clients leads adviser Marne Bell to success
Her individualized approach to each employer’s unique needs helps this Gallagher adviser to thrive as one of EBA’s Most Influential Women in Benefit Advising.
Benefits Think How to get 401(k) participants to think long-term
Reach employees where they are by incorporating solutions to current financial problems into the retirement saving process, says adviser Mark Singer.
Mark Singer
The Financial Literacy Toolbox
Benefits Think 4 ways to foster innovation in an organization
Introducing new technology to a client’s firm won’t succeed unless advisers have the support of the employees.
Aldor Delp
ADP
Advisers are not being honest with employers about compensation, and it’s hurting their business
Brokers are killing their businesses by not discussing with employers what their work is actually worth and restructuring their payment system accordingly, says Q4intellligence’s Kevin Trokey.
Benefits Think 4 key differences between CITs and mutual funds
Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.
Shelby George
Manning & Napier