Benefits Sales Strategies

Most of an advisor's time is consumed by preparing reports, inputting data and attending meetings, but the right tools can recommend next steps, best-fit products, or actions towards fulfilling customer expectations.

The high court is being asked to lift a federal appeals court order in October that shut down the program, which has already approved 16 million debt forgiveness applications.

More employers — 62% compared to 44% two years ago — plan to make changes in the next 12–18 months.

Willis Towers Watson suggests six ways in which employers can increase engagement and improved outcomes.

Rely on benefits consultants to help improve processes and evaluate systems, tools, budget and employee feedback, then decide what you start planning now, six months out and two months out from next year's open enrollment.

As Americans brace for a recession, building an emergency fund is a critical first step, but advisors need to provide realistic, actionable steps to help them move toward long-term financial security, says a new report.