Advisor Sales Strategies

The high cost of health care drove the vast majority of strategies in the benefits space, as pharmacy benefit managers found themselves in the headlines far too often this year, as the high costs of drugs (and weight loss drugs, in particular) were a hot topic.

Offering employees one-on-one access to financial professionals as part of their plan can help women employees get retirement guidance that they might not otherwise pursue, according to Corebridge Financial.

Complex formulary structures, high initial pricing, entrenched market advantages favoring established brands, and hesitancy among prescribers and patients have slowed adoption, leaving billions in savings untapped.

Employers can help ease the stress while also boosting employee productivity and decreasing poor decision-making.

Join Professors Bloink and Byrnes on Wednesday, Decdmber 11, 2024 as they analyze and debate the potential outcomes of the proposed 2025 Trump tax changes.

For employees, portable plans mean they own their retirement savings from day one, eliminating the need for complex rollovers when changing jobs. For employers, these plans remove the administrative burden and high costs.

While student debt can sometimes be thought of as related to the immediate post-college years, not so much, according to a new MissionSquare report.

Nearly half of workers eligible for state-run retirement savings programs can't be verified, under anti-money laundering requirements of the 2001 USA Patriot Act, reports the Bipartisan Policy Center.