A staple component of every independent brokerage and agency for marketing and service, this element changed dramatically for most brokers in 2013
If you won the proverbial Wishbone pull during Thanksgiving dinner this year, what would you wish for? EBA asked brokers what their top wish would be for employee benefits, their clients, their company or themselves as Turkey Day approaches. And because the holiday is about expressing thanks, some also shared their top thank yous for the season. Share your own thoughts on our LinkedIn discussion board. And from all of us at EBA, we wish you and your families a Happy Thanksgiving holiday! [Images: Shutterstock]
Quandary emerges for brokers who trained on the systems but might not want the business.
Talking with the head of my account management team, I asked her if there was anything she'd like brokers to be more aware of. Quite emphatically, slapping her hand on her desk, she said that brokers need to include their software vendors in the benefits planning process. Also, she said they need to understand how important user acceptance testing is to the success of a technology project.
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.
The executive benefits market is off and running again after the economic downturn.
Flexible spending account advocates expect most employers to embrace rollover provision.
Wayne Sakamoto of Naples, Fla. works hard to keep up with the ACA.
A broker and former Golden State-exchange staffer say that enrollment numbers do not reflect billing or payment.
A NAHU representative testified Thursday on Capitol Hill about the positives and negatives of self-funding before a committee interested in touting it to small business owners.
An agent explains the difficult steps that would need to be taken to renew canceled plans, while a health insurance trade group says the presidents announcement Thursday could destabilize the market.
Brokers operating in the federally run exchange states remain frustrated with broker functions on the website, as the government announces lop-sided enrollment numbers for the state versus federal exchanges.
Despite a recent show of political opposition, the U.S. Department of Labor seems poised to press ahead with a proposal to broaden the definition of fiduciary to cover advisers working in the retirement plan segment, a leading opponent of the measure warned on Monday.
Were living in the age of big data, so why has so little changed in how we make our health insurance decisions, asks Liazon co-founder Alan Cohen. The private exchange entrepreneur makes the case why benefits should meet technology.
While the top exchange leader confirmed Tuesday that 70,000 agents have completed federal training, documents obtained by Republicans suggest CMS might begin outreach to get more professionals involved.