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  • NAHU conference features new groups and speakers on PPACA issues

    February 27, 2013

    Early bird gets the worm. That’s an applicable motto for the National Association of Health Underwriters Capitol Conference attendees, who packed into a hotel on Capitol Hill early Tuesday morning for an overflowing session of speakers, from a senator to a president of a health insurance enrollment non-profit to Mercer and Wellpoint representatives.


  • 3 things you need to know

    February 25, 2013

    This new feature will start your week with three important facts, developments or conversations from recent and upcoming events. This week, we look at NAHU’s Capitol Conference, new details on Mercer’s private exchange and what’s up for sequester as the Friday deadline looms.


  • Immigrants outpacing U.S.-born workers in employment gains

    February 25, 2013

    The labor market is healing faster for immigrants than for U.S.-born workers as the growing economy favors those at the low and high ends of the pay scale.


  • White House says stalemate means automatic cuts will hit

    February 25, 2013

    President Barack Obama’s administration released a state-by-state report on how $85 billion in automatic spending cuts will degrade programs from defense to education to public health as White House officials say they don’t expect to avert reductions to start March 1.


  • How to take advantage of 5500 filings

    February 21, 2013

    Most of us are aware of the 5500 filing requirements for companies with 100 or more employees covered on their health and welfare plans. Might there be service differentiator and prospecting opportunities available if we have a thorough understanding of the mechanics of the 5500 process?


  • Making the case for Twitter

    February 20, 2013

    Are you scared of Twitter? Are you on Twitter personally, but having a hard time selling it to your organization as useful for the larger brand? Consider this a resource to help you make the business case for Twitter.


  • Using technology to improve work-life balance

    February 14, 2013

    Jim Dario, a managing director of product and strategy at TD Ameritrade Institutional, says clients expect 24/7 attention from their vendors, and advisers need to find the right technology tools to streamline their process while still managing to enjoy their own life, home, hobbies and family.


  • Small biz owners share how to become their ‘trusted adviser’

    February 14, 2013

    A panel Tuesday at the Workplace Benefits Renaissance conference in Atlantic City, N.J. offered brokers tips and insights from successful small business owners who care for their employees like family.


  • Trust the process: former agent turned career coach talks rejection

    February 13, 2013

    Go see a lot of people every day, be nice to them and ask them to buy. This is the simple mantra that speaker Brian Hicks, a former insurance agent with Aflac turned career coach, preached at Tuesday’s opening session of the Workplace Benefits Renaissance in Atlantic City, N.J.


  • Workplace Benefits Renaissance continues in Atlantic City

    February 12, 2013

    The Workplace Benefits Renaissance continues today in Atlantic City. Follow inBrief and eba.benefitnews.com this week for news and updates on the latest strategies from voluntary benefit sale and distribution opportunities to the ins and outs of the Patient Protection and Affordable Care Act to evolve your business and make the most of today’s environment.


  • Workplace Benefits Renaissance commences in Atlantic City

    February 11, 2013

    The Workplace Benefits Renaissance kicks off today in Atlantic City. Follow inBrief and eba.benefitnews.com this week for news and updates on the latest strategies from voluntary benefit sale and distribution opportunities to the ins and outs of the Patient Protection and Affordable Care Act to evolve your business and make the most of today’s environment.


  • How to recruit Gen Y advisers

    February 6, 2013

    Are advisers getting it wrong on recruiting and hiring? A new report out from Pershing finds a gap between what advisers say they ought to be doing and what they're actually getting right.


  • 4 rules for merging your practice

    February 5, 2013

    Merging your practice can be a difficult process. Advisers who have been through the deal process offered their recommendations for others considering a deal during a panel at TD Ameritrade Institutional’s annual adviser conference in San Diego. [Story by Rachel F. Elson, Financial Planning] [Images: Thinkstock]


  • Tips for staying active on social media

    February 4, 2013

    Kristen Luke, the founder of Wealth Management Marketing, gave helpful tips on how advisers can stay engaged on social media at TD Ameritrade’s National Conference last week.


  • Finding a niche

    February 1, 2013

    When you think of client diversity, what comes to mind? Do you believe being a generalist is the appropriate course for your future?