Practice management

Brown & Brown's Erika Illiano suggests finding the right decision-support tool and constructing a compelling narrative around various coverage options.

Even with the money to retire early, FIRE clients often face unexpected challenges around mindset, more than finances.

Self-funding, network steerage and gap funding require advisers willing to step out of cruise control and into a more consultative, engaged role.

Advisers can do a better job equipping employees with the knowledge they need to make better benefit choices.

Communication challenges will include personalizing benefit messaging to five generations working side by side, and designing affordable healthcare coverage.

More thoughtful communication can help sell benefit plan participants on equitably sharing responsibilities, as the need for hyper-personalized messaging grows.

For businesses seeking to maximize the return on their human capital investments, a critical, overlooked opportunity is hiding in plain sight.

Benefit advisers appreciated collaborative conversations around delivering high-value, personalized benefits that resonate with employees' needs.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits.