Practice and client management

Seamless integration helps advisers sell income-protection upsell and cross-sell products to better meet the financial needs of employees.

Matt Ohrt didn't know much about the dysfunctional U.S. healthcare system until immersing himself in the details changed everything.

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

Amid high-profile, class-action lawsuits over inflated prescription drug prices, advisers are urged to cement a fiduciary process for employer clients.

Two behavioral researchers from Duke University explain the business benefits that come from fostering human connection among employees.

Chris Wolpert learned the power of publishing in getting across his benefits-advising message, earn street cred, and court prospective clients.

In the final installment of this series, advisers share the lessons they now apply to their healthcare and sales strategies.

Advisers with spinal issues of their own learned first hand how to improve the design and management of high-cost health plan claims.

Wage growth for job-hoppers is on the decline, but that might be a good thing for long-term retirement savings.

Utilizing a cash-pay model helped several advisers find recovery from their MSK conditions.

In this multi-part series, benefit advisers share their experiences with alternatives to surgery to treat debilitating and persistent pain.

An expert on brand strategy discusses how to effectively engage the youngest group in the workforce.

This multi-part series explores the impact of MSK conditions, and the lessons benefit advisers learned as they sought treatment themselves.

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

Elevating the discussion around healthcare on a major speaker platform can help move the needle on advisers' approach to managing costs.

Your company's employees should feel comfortable sharing ideas and being themselves.

One of the world's most prestigious speaking outlets offer advisers an opportunity to build a brand and distinguish themselves in a competitive marketplace.

HR departments can promote workplace safety through actionable steps like training programs, wellness initiatives and open communication.

Beyond aesthetics, a clean workspace reduces stress and workplace illnesses, and heightens focus, enabling teams to perform at their best.

Despite rising optimism, LIMRA research also uncovers concerns and suggests carefully crafted communication and education strategies.