In review: 20 young leaders in benefits
EBA’s 2017 Rising Stars in Advising are starting their own firms, experiencing monumental growth and embracing change at every turn.
Workplace Benefits Renaissance
Tailored strategies bring more voluntary sales
Brokers are boosting enrollment by analyzing different buyer groups and customizing marketing to appeal to unique clientele.
How to sell voluntary to a changing workforce
By blurring worksite and group, advisers can redirect health savings and cover more employees in the process.
What are the keys to selecting and deploying technology?
Doug Maher, executive director of employee benefits at EIIA, talks about the challenges of implementing a new platform.
Go directly to employees to home in on benefit needs
Advisers must listen to clients through engagement surveys, committees and attending enrollment fairs, says Aflac HR head Matthew Owenby.
9 ways to sustain growth and profitability
Adviser David Hatter runs a successful firm by focusing on company culture, recruiting and nurturing top talent.
How to be a true leader in business
Companies thrive on positive culture and that comes directly from the boss, says Loyola University College of Business Dean Bill Locander.
Operational efficiency starts in the back office
Brokerages can improve their bottom line by streamlining internal processes, says IBX’s John Ollis.
How to be a true leader in business
Companies thrive on positive culture and that comes directly from the boss, says Loyola University College of Business Dean Bill Locander.
What stays and what goes in upcoming health reform
President Trump is likely to succeed in removing the employer mandate and lifting restrictions on FSAs, panelists at EBA’s Workplace Benefits Renaissance say.
Louisiana Insurance Commissioner tells advisers to stay vigilant on MLR
Jim Donelon says the ACA provision is likely to be removed under Trumpcare, but brokers should ‘keep it on their radar.’
What stays and what goes in upcoming health reform
President Trump is likely to succeed in removing the employer mandate and lifting restrictions on FSAs, panelists at EBA’s Workplace Benefits Renaissance say.
4 areas advisers should focus on with clients
Address employer needs in legislation, retail, data and engagement one at a time to be a trusted resource, Connecture’s Joe Donlan says at EBA’s Workplace Benefits Renaissance.
Why now is the best time to be a broker
In an opening keynote at EBA’s Workplace Benefits Renaissance, industry veteran Carlo Mulvenna described two key attributes advisers need to thrive.
Dynamic market change creating unique opportunity for advisers
In an opening keynote at EBA’s upcoming Workplace Benefits Renaissance, brokers will learn how to thrive under Trump.
New ways carriers are courting brokers
Milliman’s Bill Bade will identify how to take advantage of strategic partnerships with insurance product providers at EBA’s Workplace Benefits Renaissance.
How to improve profits in the small case market
Most brokers do not make money in this arena because they don’t employ best practices, says John Ollis, VP of sales and marketing at IBX.
Developing new products for a changing workforce
High-level trends such as a focus on financial security are affecting the voluntary benefit market, say Workplace Benefits Renaissance speakers Katie Dunnington and Alvin Heggie.
Brokers build trust with data transparency
As costs rise, employers must partner with tech-savvy brokers to help their employees chose the best coverage plan.
How to ‘perpetuate’ a brokerage and leave a legacy
President of Arista Financial Group David Hatter will offer the lessons he learned to agency owners looking to boost their business in his WBR “increasing profitability” presentation.
