Practice management

A cap that President Barack Obama has proposed on the size of tax-advantaged retirement accounts is seen as potentially pushing savers to another product that limits payments to the government: life insurance.

In recent years, voluntary benefits have risen from a nice-to-have for employees to something that is quickly becoming crucial. Doug Mantz looks back at the evolution of voluntary benefits through the lens of one long-time client.

Social media relationships deserve your personal attention. Start keeping track of the people you connect with online.

American International Group Inc. and the U.S. asked a judge to dismiss claims in a lawsuit by former AIG Chief Executive Officer Maurice “Hank” Greenberg challenging the government’s bailout.

Employers are still figuring out how to work with PPACA in the next nine months. That was the consensus during a panel at the 10th World Health Care Congress Monday in National Harbor, Md.

Lincoln National Corp. was among U.S. life insurers that declined as bond yields fell after employers added fewer jobs than forecast.

Want proof that advisers need to be engaging with social media? Consider the SEC’s decision last week to let publicly traded companies make material corporate announcements on sites like Facebook and Twitter.

The Centers for Medicare and Medicaid Services confirmed yesterday, following the release of proposed rules on Navigators and what they’re calling non-Navigator assistance personnel, that the information is not necessarily intended for brokers

Humana Inc. led medical insurers higher in trading today after the U.S. government reversed a decision to cut a key Medicare payment rate, offering them an increase instead.

When it comes to the public health exchanges, the broker experience may vary drastically from state to state. For example, while Maryland officials say they plan to communicate certification timing to brokers this month for their state exchange, HHS says it will happen sometime between now and August.

Your Facebook strategy for your practice should be different from your Twitter and LinkedIn approaches, with a more personal touch.

Thom Mangan says we need to change the conversation with employers to underscore the value we bring them outside of carrier negotiation. Consider educating prospective clients about your key advantages and packaging (and pricing) your services accordingly with these six ideas.

EBA editor Elizabeth Galentine on why brokers should shift their focus to youth in the industry to come.

A day in the life of Dave Morgan of Morris & Garritano in San Luis Obispo, Calif.

EBA’s 10 Rising Stars in Advising are in their 30s or younger and have already set themselves apart from the older generation of benefit brokers.

Craig Davidson on three good reasons to think about selling voluntary.

John Lamb on how to redefine a request for proposal RFP process for a meaningful experience.

Mel Schlesinger on why advisers shouldn’t let health care reform control their future

Jack Kwicien on what forward-thinking advisers are doing to adjust to ACA changes.

Nelson Griswold on how to deliver a less-is-more human resources HR solution for a valuable payday