Benefits pros on the move: ACAP, The Standard, Zenefits and more make appointments
The latest wave of new leaders to join and be promoted inside major brokerages and carriers.
Practice and client management
Knowledge-focused adviser grows book of business more than 35% year over year
EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.
Benefits Think 8 ways to talk to employers about HDHPs
With the right education, advisers can help companies and employees save on premiums and become more aware of how to use the healthcare system effectively.
Suzy K. Johnson
Employee Benefit Advisors of the Carolinas
Benefits Think Don’t let GOP health reform uncertainty put clients out of compliance
For now, Affordable Care Act reporting requirements remain in place and it’s the adviser’s duty to keep employers on task.
Michael Weiskirch
Employee Tech
Young broker hones skills while training the next generation
EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.
Benefits Think Fiduciary rule delay gives plan sponsors more time to ask crucial questions
Advisers should be prepared to explain what they have to gain from the client relationship, no matter how federal regulation ultimately unfolds.
John Ludwig
LHD Retirement
A broker who cuts through complexity for clients
Allen Nieves works to offer clear-cut advice for small businesses.
Knowledge-focused adviser grows book of business more than 35% year over year
EBA Rising Star Daniel Hostetler meets rising client expectations by overcoming the challenges of youth through the power of information.
Benefits Think HSA education will be key in Trump era
There are many steps advisers should take to help employees identify their financial goals and save accordingly.
Shelby George
Manning & Napier
How Google brought an adviser and her mentor together
Feeling dissatisfied with the insurance industry, EBA Rising Star Colleen Blum connected with a broker who recognized her tenacity.
Young broker hones skills while training the next generation
EBA Rising Star in Advising Bridgette Reilly is becoming a benefit and wellness expert as she leads an intern development program.
Finding the right talent to fit the culture
Growing a business by 120% in a year requires unique individuals to take on the responsibilities in a fast-paced broker environment, says Kevin Hennessey.
Why young advisers need to be the ‘spark plug that reignites innovation’
Changing business models, the ACA and rising costs have put strain on consultants, but Joshua Rubich sees a new way of conducting business.
How one young adviser is rapidly advancing her career
She was promoted four times by the time she was 27 years old and Lauren Fabbri doesn’t plan to slow down anytime soon.
The broker who aims to disrupt the status quo
Craft Hayes looks to help small business adopt HSAs and new technology.
How brokers can retain clients past retirement
Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.
Adviser builds custom benefit platforms for employers
Tom Avery couldn't find a technology product to meet his clients' enrollment, compliance and administration needs — so he created one.
How Google brought an adviser and her mentor together
Feeling dissatisfied with the insurance industry, EBA Rising Star Colleen Blum connected with a broker who recognized her tenacity.
Why young advisers need to be the ‘spark plug that reignites innovation’
Changing business models, the ACA and rising costs have put strain on consultants, but Joshua Rubich sees a new way of conducting business.
What drives this adviser to improve the benefits business
Austin Wilcox, an EBA Rising Star in Advising, learned early on that employers are financially responsible for a majority of what is going on in healthcare today.
