Up-and-coming adviser uses knowledge to beat the competition
FNA Insurance Services’ Lindsey Cuciti Soliman says new brokers need to absorb as much information as possible in order to compete with industry veterans.
Practice and client management
Deep industry knowledge key to young adviser’s success
At 30 years old, Brett Fowler proves market knowhow trumps age in growing business, obtaining client respect.
Benefits Think How to adopt a time-proven sales closing strategy
The use of ‘sitesellers’ makes the process systematic and transferable, says adviser Eric Silverman.
Eric Silverman
Voluntary Benefits
Explaining benefits in a politically-charged climate
Lindsey Bush gets to the heart of the ACA and looks to do the same with its replacement.
How to sell voluntary to a changing workforce
By blurring worksite and group, advisers can redirect health savings and cover more employees in the process.
What are the keys to selecting and deploying technology?
Doug Maher, executive director of employee benefits at EIIA, talks about the challenges of implementing a new platform.
Why the human touch is important with technology
As owner of Palmetto Benefit Solutions, William Hampton Greene knows the aftershocks of complex systems.
How employers can manage March Madness workplace distractions
There’s no shortage of ways for employees to take in March Madness and waste company time. Though estimates say the American economy loses billions of dollars as workers follow their favorite team during work hours, there are tips to deal with the disruption.
Explaining benefits in a politically-charged climate
Lindsey Bush gets to the heart of the ACA and looks to do the same with its replacement.
How to take advantage of social media as ‘the new coffee break’
Advisers are using Internet platforms to develop relationships with clients and prospects where they naturally congregate.
A broker who cuts through complexity for clients
Allen Nieves works to offer clear-cut advice for small businesses.
Brokers look to group home, auto benefits for next big payday
Offering coverage strengthens relationships with clients and can be financially rewarding down the road.
How this young adviser keeps his clients informed
At only 24 years old, UnifyHR’s Ben Gehrki is learning as he goes and meeting client expectations.
Rising healthcare costs lead adviser to creative solutions
Jordan Hersh, VP of product strategy and development at NX Health Network, helps clients overcome the challenge through customized networks.
How this young adviser keeps his clients informed
At only 24 years old, UnifyHR’s Ben Gehrki is learning as he goes and meeting client expectations.
Benefits Think Why brokers need to refresh their HIPAA procedures
An increase in audits and associated fines serve as a good reminder for employers to revisit training often to ensure compliance.
Harrison Newman
Corporate Synergies
Benefits Think Helping clients’ employees reach their retirement goals
Longer lives and growing inflation are just two realities that advisers and clients must remember when formulating a post-work plan, urges Jamie McIntyre.
Jamie McIntyre
MAC Financial
Why the human touch is important with technology
As owner of Palmetto Benefit Solutions, William Hampton Greene knows the aftershocks of complex systems.
Benefits Think 6 ways to encourage teamwork among employees
Collaborative workers complete tasks 15% quicker than those going it alone, says ADP’s Aldor Delp.
Aldor Delp
ADP
Benefits Think Why HR managers should review their HIPAA procedures
An increase in audits and associated fines serve as a good reminder for employers to revisit training often to ensure compliance.
Harrison Newman
Corporate Synergies