Practice management

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.

Houston broker Cary Goss shares lessons learned from an historic storm, including information he wishes he’d sent clients ahead of time.

Employee brand ambassadors bring people together to drive a strong and consistent corporate environment at Hodges-Mace.

Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.

The regulation enacted in June spurred employers to update their plan design and investment menus and some are even shopping for new advisers.

Most brokers are not used to talking about money because they are not worth what they are being paid, says Lake Norman Benefits’ David Contorno.

Success hinges more on broker dedication to benefits expertise than firm size.

The Arizona firm sees the model as a philosophical change for a client, one requiring a commitment to more robust communication and access for dependents.

Dawn Sheue is bringing different types of plans to those in the rural Rocky Mountains.

Having emergency plans in place helped Houston-area agencies stay open during the storm, and keep going as recovery begins.

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