Adviser profile

Wilshire Benefits Group President David Sokol honed his leadership skills in the U.S. Army before expanding a benefit brokerage in his home state of Michigan. He’s quadrupled his business — and has plans for an even bigger year ahead.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

EBA’s Voluntary Adviser of the Year explains why guiding employees through the murky waters of purchasing voluntary benefits is so satisfying.

EBA’s Technology Adviser of the Year reveals what he looks for in a possible merger, why new advisers need to ask questions and how learning about unintended consequences has been a powerful journey.

EBA’s Wellness Adviser of the Year reveals her biggest professional accomplishment of 2018, the best thing about her job and shares advice to new advisers.

EBA awards five winners for excellence and innovation in the field of employee benefit advising.

Agency owners have tried-and-true excuses for not finding and closing deals. Here’s how to face the hard truth that the need to get back to basics.

Rachel Miner started Thrive Benefits after she had a meaningful talk with an employee who didn’t understand his company’s benefits.

See how the top brokers are informing their followers and clients on the complexity of healthcare and enhanced benefits through news articles, blog posts, videos and even music using LinkedIn, Twitter, Youtube and even Snapchat.