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Page Printed from: benefitspro.com/retirement-advisor/advisor-technology/?page=33
Advisor Technology
Technology updates for retirement advisors helps you run your advisory successfully and provide better client service. Learn about robo-advisors, artificial intelligence, machine learning, intake software, cybersecurity and more.
Resources
Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download Resource
Trustmark Voluntary Benefits
From Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download Resource
ArmadaCare
From ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download Resource
Noom Health
From Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download Resource
Nationwide® pet insurance
From Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download Resource
Noom Health
From Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download Resource
Nationwide® pet insurance
From Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download Resource
Zelis
From Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download Resource
LifeSecure Insurance Company
From LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
In 2025, you are uniquely positioned to make a real difference for your clients--both financially and in the wellness of their employees. Full of tips ranging from goal setting to relationship building, this is your guide to being a better partner this year, and beyond.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download Resource
Zelis
From Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download Resource
ArmadaCare
From ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download Resource
Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Healthcare costs are rising, and self-funded employers need a smarter approach. Discover how medical management can enhance cost efficiency and care quality. Download now to explore proven strategies and real-world success stories.
Download Resource
Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Open enrollment is your chance to shine as a strategic partner. This guide equips benefit advisors with 5 actionable tips to help clients reduce confusion, streamline processes, and deliver exceptional value to their employees.
Download Resource
Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Four industries, one health plan that delivers real savings and better benefits. See how a nonprofit, a wholesale distributor, a health center, and a school district reduced costs and eliminated copays and deductibles--without taking on additional risk. Download the case study bundle to explore how first-dollar coverage can make a difference for your clients.
Download Resource
ArmadaCare
From ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download Resource
New Benefits
From New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download Resource
Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Guiding your clients to the right network solution is vital for balancing costs, access, and employee satisfaction. Use this eBook as a strategic and educational tool to provide clarity for your clients around the ins and outs of network solutions.
Download Resource
Noom Health
From Noom Health
As obesity rates rise, GLP-1 medications are gaining popularity. Yet, the multifactorial obesity epidemic presents challenges for your clients as more of their employees demand GLP-1’s. This white paper explores strategies to help clients cut costs, improve employee health outcomes, and achieve a measurable ROI.
Download Resource
New Benefits
From New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download Resource
Noom Health
From Noom Health
As obesity rates rise, GLP-1 medications are gaining popularity. Yet, the multifactorial obesity epidemic presents challenges for organizations as more employees seek GLP-1’s. This white paper explores actionable strategies to help cut costs, improve employee health outcomes, and achieve a measurable ROI.
Download Resource
ArmadaCare
From ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download Resource Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download Resource Trustmark Voluntary Benefits
From Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download Resource ArmadaCare
From ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download Resource Noom Health
From Noom Health
Your workforce's well-being is shaped by more than just what happens on the job. Environmental factors, such as housing stability and food security, can significantly impact your employee’s performance at work. This playbook equips HR leaders with the knowledge and insights they need to design equitable, inclusive benefits programs that address real-world problems to boost employee health and improve your bottom line.
Download Resource Nationwide® pet insurance
From Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download Resource Noom Health
From Noom Health
An employee’s well-being and performance are influenced by external factors, such as the communities they live in and access to affordable, nutritious food. This playbook equips benefits brokers with the knowledge and strategies they need to support clients in addressing these and other environmental factors to create an equitable, inclusive benefits program that addresses real-world challenges and boosts employee performance.
Download Resource Nationwide® pet insurance
From Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download Resource Zelis
From Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download Resource LifeSecure Insurance Company
From LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
In 2025, you are uniquely positioned to make a real difference for your clients--both financially and in the wellness of their employees. Full of tips ranging from goal setting to relationship building, this is your guide to being a better partner this year, and beyond.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download Resource Zelis
From Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download Resource ArmadaCare
From ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download Resource Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Healthcare costs are rising, and self-funded employers need a smarter approach. Discover how medical management can enhance cost efficiency and care quality. Download now to explore proven strategies and real-world success stories.
Download Resource Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Open enrollment is your chance to shine as a strategic partner. This guide equips benefit advisors with 5 actionable tips to help clients reduce confusion, streamline processes, and deliver exceptional value to their employees.
Download Resource Nonstop Administration and Insurance Services, Inc.
From Nonstop Administration and Insurance Services, Inc.
Four industries, one health plan that delivers real savings and better benefits. See how a nonprofit, a wholesale distributor, a health center, and a school district reduced costs and eliminated copays and deductibles--without taking on additional risk. Download the case study bundle to explore how first-dollar coverage can make a difference for your clients.
Download Resource ArmadaCare
From ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download Resource New Benefits
From New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download Resource Nova Healthcare Administrators, Inc.
From Nova Healthcare Administrators, Inc.
Guiding your clients to the right network solution is vital for balancing costs, access, and employee satisfaction. Use this eBook as a strategic and educational tool to provide clarity for your clients around the ins and outs of network solutions.
Download Resource Noom Health
From Noom Health
As obesity rates rise, GLP-1 medications are gaining popularity. Yet, the multifactorial obesity epidemic presents challenges for your clients as more of their employees demand GLP-1’s. This white paper explores strategies to help clients cut costs, improve employee health outcomes, and achieve a measurable ROI.
Download Resource New Benefits
From New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download Resource Noom Health
From Noom Health
As obesity rates rise, GLP-1 medications are gaining popularity. Yet, the multifactorial obesity epidemic presents challenges for organizations as more employees seek GLP-1’s. This white paper explores actionable strategies to help cut costs, improve employee health outcomes, and achieve a measurable ROI.
Download Resource ArmadaCare
From ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download Resource Optavise
From Optavise
Download this white paper to explore how voluntary benefits serve as crucial risk management tools for employers, mitigating the financial burden of workers’ compensation.
Download ResourceBenefitsPRO
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