Benefits Sales Strategies

For clients who are approaching retirement, one of the most important documents to save and evaluate is the annual Social Security Statement, which traditionally has arrived in clients’ mailboxes shortly before their birthdays.

The numbers in the 5500 don’t tell me how hard you’re working: they don’t paint a picture of missed piano recitals and cold dinners, or of late nights and cans of Red Bull.

Medicare has been a hot topic since April 15, the day that the U.S. House of Representatives voted 235-193 to approve a resolution that would privatize the Medicare system for younger people. While there is little chance the resolution will become law, it has greatly increased general interest in knowing...

This morning I looked at a few early filers in the small 401(k) market to get some idea of what to expect when the bulk of 2010 filings becomes available later this year. Of the hundreds of thousands of 401(k)s expected to file, 5,754 of them decided to make the...

We now understand how professionals screw up sales meetings - and how to fix it. Here is the list:

What would it to do our industry if one-third of the health plans just disappeared?

Every four years, the U.S. Census conducts a Survey of Business Owners (SBO) to document changes in the types of entrepreneurs and business formations.

Times are not great, but people still have money and companies are still spending. For every business that is closing, 10 more are surviving. So, relax, focus and get smart about how to navigate the tough times. You may find you wind up doing even better than before.