Practice and client management

Jargon is one reason why many employers are reluctant to adopt such platforms, a Liazon survey finds.

Giving up control to let someone else figure out what to do next is not the right move, says columnist Nelson Griswold.

Are employees substituting professional diagnoses for quicker and cheaper results at the risk of their health?

The season is a great time to catch up on the latest thinking and best practices. Here are the editors’ must-read picks.

Advisers and plan sponsors must follow a diligent routine to avoid losing the farm, says columnist John Ludwig, who shares 3 mid-year duties to consider.

Perhaps stymied by industry terminology, many employers are still reluctant to adopt such platforms, Liazon survey finds.

Employers and advisers who still hew to a paper-based processing system incur costly errors, wasted staff time and poor healthcare decisions.

What advisers can do on their own and where they need carrier assistance, according to Global IQX’s Michael J. de Waal.

Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage.

Shopping for technology is one of the most important decisions an employer can make in this age of mobile apps and online benefit platforms.

Some brokers are more tuned in to clients’ plans than others, but all would benefit from a comprehensive understanding of DI, says The Standard’s Brian Kost.

Market segmentation, such as specializing in the education field, can be a prosperous business decision for advisers, says columnist Jack Kwicien.

Although the task force’s 88-page report may be burdensome to digest, attorney Krista Cabrerra points to the executive summary as an excellent source of easy-to-digest information.

Proper education of brokers and advisers is critical to the success and improved public trust of long-term care insurance

The majority of Americans believe such a step should be mandatory in the hiring process.

Trust in your all-star performers’ capabilities and use positive motivation, says adviser Eric Silverman.

Lawley Benefits executives discuss how their PBE has become a market differentiator for their brand, and what the product brings to employers.

It’s a broker’s duty to keep their representatives informed of health reform’s impact on clients, says former president of NAHU, Tom Harte, who recently testified in front of a Senate committee on the subject.

The majority of Americans believe such a step should be mandatory in the hiring process.

The brokerage is offering an integrated program that aims to save employees time as a single access point for retirement and other accounts.