Search
TOPIC IN FOCUS
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
MORE TO EXPLORE
Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
Discover relevant content from across the suite of ALM legal publications
Media & Resources
We all know that selling voluntary benefits is a multi-step process.
Re-enrollment isn't discussed enough in the voluntary market.
Voluntary is not just the future; it's the present. And today, self-administration of voluntary benefits serves no one well.
Pogo once famously said, We have met the enemy and he is us.
In our new world, the employee is our customer, but somehow, for some of us, our actions don't seem to have made the transition.
Group, employer-paid coverages have traditionally been managed using a self-administrative process.
How does a broker avoid damaged cases? Successful producers will tell you there are four steps.
For our employer-paid lines, we always take the best care of our employer customer (HR, plan administrator, decision-maker, etc.).
This is the last in our series of columns on the voluntary industry sales results for 2014. This article spotlights sales by distribution segment.