This article introduces a new five-part series that will take you step-by-step through the process of becoming a next gen advisor and examine the challenges involved in so many of the non-intuitive issues you will face, so you will be ready to tackle them head on.

The title of this article is not click bait. I stand behind that statement and here's why.

Can you believe that this post marks our third anniversary of highlighting so many incredible women in our industry with this column?  A lot has happened…

As a benefits advisor, when you start talking with an employer and say the same thing that everyone else is saying, they aren't going to believe you.

My answer to the question of whether companies need an insurance agent or not, is an emphatic no! What do they need instead?

In the current slower season before open enrollment, new rules and regulations are a good topic for an off-renewal, relationship-building lunch or meeting with clients.

Brokers: Is it safe to say that, given the tremendous growth of high deductible health plans (HDHPs) that are paired with health savings account (HSAs),…

Instead of shying away from change and crossing their fingers that this legislation won't pass, wise benefits brokers will choose to be proactive rather than reactive.