Practice management

More brokers are taking advantage of the big change taking place in the vision care space: the connection between vision care and wellness programs.

Shining a spotlight on a six-pack of ideas you can use to add new services, try a fresh approach to selling, and tweak your strategies for prospecting, selling and retaining clients.

By incorporating employee health clinics into the business structure of their clients, Matt McQuide and Rick Gantt are able to bring down health care costs while changing the way employers think about health care delivery. Not to mention keep themselves firmly entrenched as the BOR in the process.

A new report from MetLife suggests that financial advisers need to do a better job of educating their clients about the importance of managing their emotions as well as their spending and investing behavior during and close to retirement.

Enterprise investment in the digital universe — cloud, hardware, software, services, and staff to create, manage, store and generate revenue from the information — has increased 50%, to $4 trillion, since 2005, according to an EMC-sponsored IDC Digital Universe study. The forces behind this relentless growth are driven by technology and money. New "information taming" technologies are driving the cost of creating, capturing, managing and storing information down to one-sixth of what it was in…

The majority of Americans say they want and need income replacement projections for financing their retirement, but most do not have access to the data nor an understanding of how to translate their 401(k) savings into a stream of retirement income, according to new research.

DTCC Insurance & Retirement Services announced the release of a new information service designed for insurance carriers and broker/dealers selling annuity products.

Hundreds of National Association of Health Underwriters members attended the organization’s 81st annual convention in San Antonio, which concludes Wednesday.

The New Jersey Assembly on June 23 approved a bill that will require 750,000 government employees and retirees to contribute substantially more for their health insurance and pensions.

The National Association of Health Underwriters is gathered in the most visited city in Texas for the organization’s 81st annual convention from June 26 – 29.

Benefit brokers have a growing opportunity to help clients incorporate comparative effectiveness research into value-based health plan design, a just-released survey suggests.

When financial advisers look to work with women, they should keep two things in mind: the wooing process tends to take longer, but they are usually more loyal, according to Sallie Krawcheck, president of Bank of America Merrill Lynch's global wealth and investment management unit.

A recent survey from Principal Financial Group confirms that employees who use a financial adviser do significantly better at meeting their retirement savings goals than those who do not.

The benefit broker segment continues to be the largest producer segment according to Eastbridge Consulting Group’s 2010 U.S. Worksite Sales Report.

Less than 20% of chief financial officers consider themselves very knowledgeable about the new GAAP statutory principle-based framework, while 24% say that key personnel within their company know very little about the plans, according to a recent survey.

The recent string of sensational hacker attacks is driving companies to seek "cyberinsurance" worth hundreds of millions of dollars, even though many policies can still leave them exposed to claims.

A new report from MetLife suggests that financial advisers need to do a better job of educating their clients about the importance of managing their emotions as well as their spending and investing behavior during and close to retirement just as they did — presumably — when they were younger and saving up for their golden years.

According to a recent survey by Eastbridge, "product competition" was named most frequently as an obstacle voluntary and worksite executives' businesses will face over the next few years. Forty percent of the executives deemed this a top issue.

TIAA-CREF is currently selecting advisers for its own network, which will launch over the next six months and go nationwide early next year. For participants in TIAA-CREF retirement plans, the network will be a pre-screened group of planners who can provide advice on specific plans that meet fiduciary standards.

Two out of three workers would purchase additional health insurance benefits to make sure they are protected, according to a report from Aflac. Fifty-nine percent of respondents said they would acquire voluntary insurance.