Client Communication

  • When one-size-fits-all benefits communication fits no one

    April 17, 2014

    Taking an entirely generic approach to health plan communications is no longer a winning strategy. Personalized communications that offer a holistic look at plan benefits will do more to engage participants.

  • Should employers outsource to stay compliant?

    April 17, 2014

    Commentary: Advisers should know about options for employers to get help in the ever-changing regulatory environment.

  • Absence management services can put hours back in clients’ days

    April 7, 2014

    Commentary: There are upsides to outsourcing, says blogger Michael Klachefsky. In this case, it helps monitor the regulations and legality of employee absences, especially when related to disability benefits.

  • Invigorate your workplace culture with random acts of kindness

    April 4, 2014

    Enlivening your staff and company’s workplace culture can be as simple and sustainable as committing random acts of kindness.

  • Engaging the invincible millennial

    April 3, 2014

    Advisers and employers can use education to boost the enrollment of millennials in voluntary disability programs

  • Putting the ‘adviser’ back in benefit adviser

    February 26, 2014

    At this week's Workplace Benefits Renaissance in Atlantic City, much buzz surrounded the changing industry landscape under the ACA, with most people agreeing benefit advisers looking to stake their claim on this new terrain need to focus less on brokering to confused employers and more on advising them.

  • Study: Unused PTO hurts productivity and the economy

    February 20, 2014

    Employers looking to increase productivity should encourage employees to use their paid time off, an Oxford Economics study released Thursday suggests.

  • 5 tips to expand your business through public speaking

    February 20, 2014

    Looking for a new way to expand your client base? Estate planning specialist Kris Miller offers five tips on how to jump start your public speaking efforts and use them to prospect clients.

  • 5 mistakes employers make with the ADAAA

    February 7, 2014

    The Americans with Disabilities Act Amendments Act (ADAAA) has changed the way your clients manage their employees’ disability leaves. The Standard has found five mistakes employers may make when considering ADAAA accommodations.

  • How to hire a millennial producer

    February 3, 2014

    This group wants to be mentored, amongst other things, according to a speaker at TD Ameritrade Institutional’s national conference in Orlando.

  • Generational divide in financial prep more entrenched, poll finds

    January 21, 2014

    Financial Fitness surveyed nearly 24,000 employees to evaluate how the different generations are faring with retirement planning and expense management

  • Prepare for 2015's play-or-pay penalties today: 3 places to start

    January 16, 2014

    Employers should already be focusing on getting ready for 2015 and it’s an adviser’s job to tell them this. The play-or-pay penalties will be enforced next January. Benefits lawyer Peter Marathas, of the firm Proskauer Rose and its Health Care Reform Task Force team, says there are three areas advisers need to sit down to prepare their clients for today. [Images: Fotolia]

  • Make total rewards your mantra

    November 20, 2013

    Our brethren on the direct pay side of compensation and benefits preach total rewards to their clients and employers seem to lap it up. Employee benefit advisers would serve themselves and their customers well to do the same. Are you selling insurance products and services with a total rewards wrapper?

  • A plan sponsor's 2014 checklist

    November 20, 2013

    As you read this article, the various notices for the 2014 plan year are freshly mailed. It is now time for plan sponsors and their advisers to sit down and review what worked in 2013 and what improvements can be made for 2014.

  • Start strategic planning now

    November 20, 2013

    Over the last 15 years, Daymark Advisors has worked with hundreds of benefits professionals and voluntary benefits firms across the nation. We've observed that some of the most successful practices create strategic plans for their clients. These observations are consistent across all types of firms and goals. The very best advisers are highly consultative and strategic in their approach to client engagement.

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