Adviser profile

Advisers who are behind in embracing technology are at risk of losing valuable clients.

These forward-thinking advisers transitioned their clients to self-insured health plans powered by direct contracting with a more thoughtful approach to reference-based pricing, producing better benefits and eye-popping results.

Employers can use data from self-funded health plans to reduce costs.

With the Benefit's Forum & Expo about to begin, take a look at this year’s honorees aiming to transform wellness, technology, retirement and voluntary benefits in a changing business landscape.

Managing kidney disease represents an area that’s prone to reactive medicine, wasteful spending and huge claims, but creative solutions to complex and costly care are within reach for savvy brokers and advisers.

With breakout ideas like BenefitsTV and Alianza, Rosario Avila and Andrew McNeil display the value of teamwork when advising clients.

Voluntary Adviser of the Year Beverly Beattie takes a hands-on, comprehensive approach to help employers save on benefits programs.

Honorees include industry leaders from Arrow Benefits Group, FisherBroyles, Selden Beattie, Paz Holding and American Benefits Consulting.

Persistence born out of unique struggles allows Le Phan to provide clients with innovative strategies that positively impact employees’ lives.

“The struggles and her success in working through it have been an inspiration for our entire community,” Elizabeth Krystyn, co-founder of BKS.