Practice and client management

Faced with rising insurance premiums, employees are poised to change the rules of the game by demanding cost transparency and quality information, says adviser Mark Gaunya.

Women continue to lag behind men in terms of saving and planning for their future.

The Cornerstone Insurance Group beefs up its offerings — and even hires a staff wellness director — to win over clients.

With rising healthcare costs hurting employers, adviser Mark Gaunya says it’s time for quality reform.

Benefit plan sponsors continue to evaluate the best-use scenarios for PBEs, says exchange head James Harmon.

Advisers can make use of these best practices to lower the costs and increase the effectiveness of employer disability programs.

The savings option is growing in popularity as part of a prudent capital allocation strategy, says financial adviser John Ludwig.

Employers and advisers continue to evaluate the best-use scenarios for PBEs, says exchange head James Harmon.

The need to engage employees and navigate changing regulations creates opportunities for brokers to work with employers seeking HR tools and options.

Why this savings option is growing in popularity as part of a prudent capital allocation strategy

A new FINRA report warns firms they should be ready for reviews on their use of digital investment advice tools.

For employers, complying with the FMLA may feel like balancing on a tightrope. Here’s how advisers can assist their clients in managing the process.

Having a different conversation with clients will set you apart from the larger agencies, says Nelson Griswold.

Multiple employer plans address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

MEPs address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

Employer strategies include offering multiple plan options, connecting employees’ health to their financial wellness and making use of benefit technologies.

For most firms, this is one of its weakest skill sets. Jack Kwicien explains why it is required to grow your practice.

These techniques can help advisers boost their search engine placement and online marketing results.

When hiring a benefits broker or adviser, check if they’ve completed programs such as the Certified Employee Benefits Specialist offered by the International Foundation of Employee Benefit Plans.

Putting the sales process in perspective and getting these steps right will improve your business, says Wendy Keneipp.