Sales and marketing

Before going down this path, employers should understand what’s involved in moving workers to a benefits marketplace.

Before making a recommendation, advisers should understand what’s involved in moving an employer to a benefits marketplace.

Employers hoping to attract and retain workers need look no further than their vision plans, as new research shows vision benefits have high engagement with employees.

Knowing where to focus is the key to successful selling in the benefits business, according to John Graham.

Advisers can educate employers about carrier choice and plan options to create the comprehensive plan their workers are seeking.

The benefit agency has changed the way this little-discussed product is sold by incorporating choice into their private benefit exchange.

The benefit agency has changed the way this little-discussed product is sold by incorporating choice into their private benefit exchange.

Reframing these options to illustrate how they enhance an employer’s benefit package can lead to increased engagement

Everything has a price. As fiduciaries, plan sponsors are tasked by the DOL to ascertain reasonableness on the payments they make to third-parties, says John Ludwig.

Everything has a price. As fiduciaries, plan sponsors are tasked by the DOL to ascertain reasonableness on the payments they make to third-parties, says John Ludwig.

Low interest rates and new capital from private equity firms are driving demand, as baby boomer owners look to sell.

Advisers are using these popular tech platforms to differentiate themselves from the competition and ease client workloads.

Low interest rates and new capital from private equity firms are driving demand, as baby boomer owners look to sell.

Clients and prospects desperately need professional benefits counsel. If you don’t provide it, your competitors surely will.

Doing the obvious – expressing appreciation to clients on a regular basis – may have a bigger impact than most advisers think, says Michael Sciortino

Engaging employees is a year-round process that requires constant improvement, says Daniel Freund.

For communication to be successful, it has to be the right message, delivered to the right audience, says Wendy Keneipp.

Advisers looking to maximize the impact of their client- and prospect-facing material should take these factors into account, says Selden Beattie’s Beverly Beattie.

The benefits market is undergoing a transformation and few operations seem fully prepared.

When advising the youngest generation in the workforce, brokers must focus on education and technology-driven tools to enhance understanding.