Best Practices

What if a client's company suddenly undergoes a reorganization? Or a contact moves to another job? Here are 5 ways to be proactive to save current relationships and plant the seeds for future ones.

When employees have easy access to offerings that accommodate their goals and budgets, they can be more productive in their personal and professional lives.

Around one-third of consumers are unaware that macroeconomic factors, like inflation, impact insurance rates.

A caregiver-friendly environment – group discussions that can provide emotional support and offer best practices and training classes, either in person or online - can help educate employees who might be new to the caregiver role.

Retirement plans in the workplace are shifting towards emotional and behavioral engagement as key factors for success, as advisors are realizing the importance of connecting with participants on a deeper level.

Fertility is a widespread health issue, and most companies don't offer sufficient (or any) coverage for care.

Following record-high sales in 2022, first half 2023 sales of annuities (which now include free withdrawal provisions) jumped 28% to $182.7 billion, the highest ever recorded in the first 6 months of a year, according to LIMRA.

Getting involved in meeting organization and providing agenda content can make the jobs of the professional staff easier, while giving a benefits broker an opportunity to interact with members who have the potential to be clients.