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Brokers who adopt a consultative sales approach will enjoy stellar growth and set themselves apart from their competitors.
April 13
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Determining what is actually ‘in the best interest’ of a client is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 13
LHD Retirement -
Telecommuting is a fast-growing trend, but clients may need help from advisers to properly oversee at-home employees and their benefit needs.
April 13
Standard Insurance Company -
The companies’ joint offerings give employees additional ways to protect health and financial security.
April 13 -
A fluctuating insurance industry presents several challenges for brokers to overcome, says broker Stephanie San Antonio of SSA Insurance Services.
April 13 -
Plan sponsors will not be well-served by a cookie-cutter approach, says insurance expert Sima Reid.
April 12 -
Build-A-Bear’s CEO Sharon Price John addresses the 2016 Great Place to Work conference in San Diego, speaking on the importance of trust in the workplace.
April 12 -
Programs often try to appeal to a broad audience, and wind up appealing to no one, says Q4Intelligence’s Wendy Keneipp.
April 12
Q4intelligence -
Helping employees better understand the value of their benefits can lead to increased enrollment and quickly change your professional reality, says Aflac’s Tyson Funk.
April 12
Aflac -
Offering a cookie-cutter model does not service the needs of clients, says insurance expert Sima Reid.
April 12 -
One-out-of-four workers now worry about money issues on the job, resulting in lost productivity, but there are services organizations can offer to mitigate the problem.
April 11
The Financial Literacy Toolbox -
Determining what is actually ‘in the best interest of the client’ is a gray area that may mean a greater risk of litigation for advisers and higher fees for small investors.
April 11
LHD Retirement -
ADP’s Gerry Leonard offers ways advisers can help clients plan, implement and manage admin systems and other tech.
April 11 -
One-out-of-four workers now worry about money issues on the job, resulting in lost productivity, but there are services consultants and brokers can offer to mitigate the problem.
April 8
The Financial Literacy Toolbox -
A health culture audit can help benefit managers answer key questions such as whether company policies support employee well-being and whether the workplace environment is conducive to healthy activities.
April 8
Healthy Human Capital -
The honor recognizes extraordinary contributions to a firm or agency, the industry and/or elevating the status of all women in the profession.
April 8 -
Better diversification of revenue sources is needed for advisers to survive and thrive, says Amy Evans.
April 7
Colibri Insurance Services -
Under the DOL’s new standard, all retirement plan advisers — and not just some — will have to put their clients’ interests ahead of their own.
April 7
Lawton Retirement Plan Consultants -
Employee benefit brokers weigh in on how the new regulation will impact their business and that of their employer clients.
April 7 -
Healthcare reform complexities require employers to work closely with brokers to understand how regulations relate to their company.
April 6
Corporate Synergies









