Practice management

Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.

Sapoznik Insurance had a detailed plan in place, allowing the company to continue operations throughout the storm and recovery process.

Three ways advisers can effectively communicate to employers the perks of beefing up a benefit package.

FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.

Under current interpretations of agency's final rule, blanket post-accident drug testing policies could be considered retaliatory and in violation of the rule.

Payments must reflect a reasonable estimate of the employee’s losses and expenses attributable to disasters like Hurricanes Harvey and Irma.

Although his power is still out, Wayne Sakamoto says he can’t wait to assist clients and serve his Naples, Fla., community in its recovery effort.

While Harvey and Irma property damage is still being calculated, observers cite teachable moments for workplace benefit policyholders.

New coverages, such as follow-up care and gunshot protection, have more employers offering to pay for the product, as growth doubles year-over-year.

There are four steps advisers can share with employers to proactively address potential abuse in the workplace.

While Harvey and Irma property damage is still being calculated, observers cite teachable moments for workplace benefit policyholders.

For adviser Cerrina Jensen of CoreMark Insurance Services, helping entrepreneurs succeed and offer great benefits is personal.

Unemployment benefits, leave of absences and calculating wages are among the issues likely to affect companies in the wake of the storm.

Companies that were forced to close need to determine whether they have to pay employees who stayed home as well as handle other employment issues that many may not have thought about before.

FirstPerson’s Katy Stowers worked as an ERISA lawyer but now delivers benefit oversight and deliverables at the Indianapolis benefits consultancy.

Agency Growth Mastermind Partnership comes together in Philadelphia to commit to a new way of doing business.

Brokers need to actively work to become better advisers who are more equipped to help clients, says Danny O’Connell.

Closing offices, activating emergency plans and backing up data, brokerages plan to weather the storm.

Closing offices, activating emergency plans and backing up data, brokerages plan to weather the storm.

Benefit adviser Naama O. Pozniak believes in the power of yoga and meditation to help workers live longer, happier lives.