Movers and Shakers

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  • The country's top brokers: Poised for growth

    November 26, 2014

    In exclusive interviews, Mercer’s Julio Portalatin and the heads of several other top brokerages — Gallagher, Lockton, Higginbotham, Willis and Pacific Resources —speak with EBA about their strategies for sustained development and staying ahead of the competition.


  • 2015: ‘A lot less noise’ in private HIX market

    November 24, 2014

    Wizened consumers who are able to analyze their entire out-of-pocket exposure. That’s the goal of ConnectedHealth’s private exchange, says Joe Donlan, the company’s president. However, he predicts that increased consumer engagement is just part of the wave toward more employers adopting private exchanges. Donlan shares his view on where the industry is headed and how brokers fit into the exchange system.


  • The top 50 large-group employee benefit brokerages in the U.S., part 1

    November 13, 2014

    Employee Benefit Adviser, in partnership with business intelligence data analytics firm miEdge, introduces the first listing of top employee benefit firms in the country to be ranked exclusively on health and welfare revenue. Revealed in descending order, the listing is based on Form 5500 reporting data as of Nov. 7, 2014.


  • NAHU working to defeat California's controversial Proposition 45

    PODCAST | October 10, 2014

    NAHU CEO Janet Trautwein and Neil Crosby, vice president of public affairs for the California Association of Health Underwriters discuss the controversial California ballot initiative Proposition 45 and the national implications it could have on the insurance and benefits industry.


  • White 'uniquely qualified' as new Aflac U.S. president

    September 30, 2014

    Her breadth and depth of experience make Theresa White a good choice to be Aflac's first female and African-American president of Aflac U.S., say industry experts.


  • The Most Influential Women in Benefit Advising

    September 16, 2014

    From technological innovators to compliance experts, plan design specialists to caring mentors, the 20 women chosen by EBA’s editors to receive our inaugural Most Influential Women in Benefit Advising award are not only making extraordinary contributions to the field overall, but are also elevating the status of all women in the profession in the process.


  • 5 summer reading books for brokers in 2014

    July 7, 2014

    As you hit the pools and beaches this season, take some time to get motivated and brush up on sales skills with these reads — recommended by fellow benefit brokers — that range from new-thinking to classic, tried-and-true strategies. Enjoy your summer months with a dose of business.


  • NAHU CEO: Lawmakers ‘know who you are’

    July 1, 2014

    Kicking off the National Association for Health Underwriters annual meeting Monday, the group’s lead lobbyist outlined the current status of benefit brokers in the eyes of Washington, while a Republican politician discussed potential outcomes of the 2014 election.


  • Partnership versus acquisition: The future of the employee benefit brokerage

    June 25, 2014

    Either way, benefit firms are consolidating and it’s important for brokers and advisers to evaluate their options and find the right fit for their agency.


  • ‘Keep plans as simple and straightforward as possible,’ and other quotes of the month

    June 23, 2014

    From brokers and advisers to industry and political leaders, influential groups across the country spoke up about the most pressing benefit issues. And they had a lot to say. Here are the most interesting comments made to EBA’s editors in June.


  • 10 ways young agents can break into the insurance profession

    June 17, 2014

    In an industry ripe with experienced talent, it can be intimidating for a new generation to enter the market and sell. The following tips from Brent Kelly, founder of Empowering Insurance Sales and an agent himself who started at age 22, can help new and young agents get acclimated to the business.


  • A day in the life of benefit adviser Richard Fahn

    May 19, 2014

    A day in the life of benefit adviser Richard Fahn of the Excell Benefit Group.


  • NAIFA's legislative priorities include tax reform, NARAB

    PODCAST | May 2, 2014

    Judi Carsrud is NAIFA’s director of federal relations and she joins EBA to discuss the major issues their members have with current tax reform discussions in Congress and their advocacy efforts for NARAB, the bill that could streamline broker licensing.


  • ‘We did lose a ton of people straight to the exchanges,' and other quotes of the month

    April 22, 2014

    From brokers and advisers to industry and political leaders, influential groups across the country spoke up about the most pressing benefit issues. And they had a lot to say. Here are the most interesting comments made to EBA’s editors.


  • Sebelius to resign as U.S. health secretary

    April 10, 2014

    Kathleen Sebelius, the U.S. health secretary who steered the troubled rollout of President Barack Obama’s signature health care law, will resign just as the program topped its first-year enrollment goal, according to two people familiar with the decision.


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