Most Influential Women in Benefit Advising nominations due July 31
Please nominate an outstanding female colleague or yourself for EBAs Influential Women in Benefit Advising honor roll, new this year!
Sales and marketing
Auto features, education are powerful retirement tools for cautious under-30 investors
Benefit advisers and their employer clients are in a unique position to help the newest members of the workforce overcome investment fears and prepare for retirement.
Targeting niches: How one advisers focus on specific markets pays off
Founded by his father on the principle of specialty servicing in 1956, Mike Lewers business model is set to distinguish his brokerage team with post-ACA success for years to come.
NARAB II passes Senate in key advancement
The bill that would establish a federal clearinghouse for state-by-state broker and agent licensing has successfully passed the U.S. Senate as an amendment to the Terrorism Risk Insurance Act, known as TRIA. It was previously left off another insurance industry bill at this point in the process.
Voluntary benefits: What makes for a successful broker-carrier relationship?
With voluntary benefit sales on the rise, experts in the field discuss the broker mindset on a range of products and the carriers that offer them.
Benefits Think 10 sales axioms for use in any market
Your sales tactics need to change depending on the economic outlook of the times. Columnist Jack Kwicien outlines these sales tips so that you can be optimally adaptive, flexible and prepared for any challenge that comes your way.
Jack Kwicien
Daymark Advisors
A day in the life of Eric Blofsky
A day in the life of benefit adviser Eric Blofsky of (k)ornerstone 401(k) Services.
Enter to be EBA’s Adviser of the Year
Its time to nominate your outstanding colleagues or yourself for Employee Benefit Advisers 2014 Adviser of the Year awards!
‘Aggressive’ compliance enforcement a top concern for employers
As reports of more DOL audits continue to spook benefit advisers into talking compliance with their clients, employers are confirming that they, too, are fearful of federal agencies monitoring.
How to expand business with HR, legal, ACA resources
What gives brokers a competitive edge? In many cases, its giving clients the feeling that they are getting the maximum value for their investment in employee benefits.
Protect your brokerage while selling on the ACA exchanges
One speaker at the National Association for Health Underwriters annual conference Monday provided suggestions for brokers to protect their businesses, as well as increase referrals, when enrolling individuals and small businesses on the public marketplaces.
How to build alliances with CPAs
Benefit brokers and advisers know that an accountant can be a strong alliance for building business, especially in the post-ACA world. Heres how to maximize your proposition to CPAs.
How advisers can spur higher retirement savings rates
According to one 401(k) experts poll, employees need to be saving 20% of their earnings for retirement. How they get there is where you come in.
Half of benefit advisers considering leaving the industry
While many brokers consider leaving the industry in response to the changing health care environment, most agree that reform has created a huge opportunity for advisers willing to adapt.
Benefits Think The ins and outs of spousal carve-outs
Road to Workplace Benefits Mania: Ahead of the July conference, speaker Scott Snow says that most employers have a large health care cost problem and arent aware that many employees have working spouses who can be covered by their own plan.
Partnership versus acquisition: The future of the employee benefit brokerage
Either way, benefit firms are consolidating and its important for brokers and advisers to evaluate their options and find the right fit for their agency.
Benefits Think Use evolution and education to grow your agency
Commentary: Improve external communications, including your sales system and your marketing efforts, to enhance benefit brokerages overall.
Private exchange innovation: Partner with the competition for success
How a father and daughter benefit broker team worked together to launch a private insurance marketplace that serves small and mid-size businesses as well as other local advisers.
Whats your ACA enrollment advertising strategy?
Several benefit brokers share their experiences with using TV ads during open enrollment 2014.
Benefits Think The future of health benefits
Commentary: Columnist Craig Davidson explores the future of employee benefits in the kick-off to a new series about whats to come and how to prepare for change.