Benefits Sales Strategies

CVS Caremark will implement targeted updates to its most common commercial template formularies on July 1.

It's a critical time for employees who are trying to make the best financial decisions for themselves and their families, with the pressures of health care costs, and financial planning for the new year all amplifying that stress.

At this year's BenefitsPRO Broker Expo, four industry leaders shared their stories about rediscovering their purpose and what led them down their path.

How do advisors and employers get on the same page when it comes to health care benefits?

"Taking care of yourself is a public service to the other people on your team," Harris says.

"[AI] can allow our people to not be bogged down in the junk and to allow them to invest in the client experience," Ben Conner said.