Client Strategies

  • Advisers brace for ACA-induced Dec.1 renewal ripple effect

    October 30, 2014

    An onslaught of Dec. 1 renewal dates means premium rates remain steady for now, but advisers need to prepare for heavy 4th quarter workloads.

  • 10 tips to protect your medical identity

    October 29, 2014

    Employees have to be their own first line of defense to protect their medical identities and avoid future challenges. Here are some tips to share with clients to guard against medical identity theft, provided by ID Experts.

  • Early troubles have brokers predicting another bumpy road for 2015 federal exchange enrollment

    October 21, 2014

    CMS promises better, but brokers expect more disconnected phone calls, incorrect information and a difficult time processing applications for enrollment on

  • 5 ACA issues employers should be following

    October 29, 2014

    With the Affordable Care Act’s new reporting requirements fast approaching, employers and their benefit advisers need more than ever to keep abreast of what’s happening with the ever-changing health care reform law. Here are five ACA issues the national law firm Epstein Becker Green says employers need to be following.

  • In case you missed it: Walmart health care moves

    October 10, 2014

    Earlier this week, Walmart announced it was dropping health care coverage for employees who work fewer than 30 hours a week, a move the company estimates will affect about 2% of its workforce. Here’s a wrap-up of our analysis, plus a look at the ways other large companies are handling rising health care costs.

  • Walmart announcement reinforces need for advisers to change their client approach

    October 8, 2014

    Walmart’s announcement this week that it will drop health care coverage for its part-time employees reiterates that employer-sponsored health care coverage is changing, and those benefit advisers who plan to remain relevant to clients must change, too.

  • Employers depend upon advisers to help navigate the Affordable Care Act

    October 3, 2014

    Health care reform has changed the role of the adviser from insurance broker to that of a trusted adviser, counselor and compliance guru. Advisers hoping to thrive in this new environment will embrace the change less as a burden and more as an opportunity.

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