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November 22, 2011

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What is the role of the local broker under PPACA?

Do you think that client loyalty will save the day? Yes, clients need a strategic adviser that knows their needs well, Beverly Beattie says in today’s BeAdvised, but local brokers who follow these two things will never decrease in value to their customers.

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New pre-tax benefit model eliminates paperwork

Listen as Greg Stroud, SVP of client services with WageWorks, talks about a new mobile app that eliminates paperwork for health care and dependent care pre-tax benefit accounts and what this means for brokers working in the employer space.

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Top court names lawyers to argue health care case

The Supreme Court last week named an attorney to argue that challenges to President Obama's health care insurance requirements must wait until after that part of the law has taken effect in 2014.

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Behind the scenes as Nationwide Better Health closes

Read why Nationwide Better Health decided to close its doors after more than five years in the wellness, productivity business in the November issue of EBA.

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Opportunity for women advisers in next 40 years 'is huge'

Consider the following statistics: Only 31% of financial advisers in the U.S. are women. Only 20% of women investors have a financial adviser, but 70% would like to work with a female planner.

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80 is the new 65 when it comes to retirement

When it comes to retirement, many middle class Americans say 80 is the new 65 and plan to delay retirement because of worries over money, according to a new survey.

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Associate Editor: Marli D. Riggs

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