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Though there is concern automation could render the role of the broker obsolete, one thing is certain: Personalized attention and expertise is something not easily replaced.
April 4Choice Administrators -
Using data can help your clients create a more personalized benefits program their employees will actually use.
April 3Welltok -
Some clients assume this generation doesn’t invest in benefits like 401(k)s, but the reality is much more complicated.
April 2GuideSpark -
The retailer’s move marks an exciting opportunity for the largely misunderstood and underutilized savings tools.
April 1Amino -
Adding retirement benefits to your portfolio can be intimidating, but can help to retain clients long term.
March 29Human Interest -
As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.
March 28October Three Consulting -
Brokers can generate client savings by focusing on frequency and severity of claims.
March 27NextGen Benefits Mastermind Partnership -
More brokers are offering HR technology to employers. Here’s how you can use tech to get a quick read on clients.
March 26BerniePortal -
The best approach to acquiring health insurance depends on the specifics of the company and individual employees.
March 25Wellthie -
From the Affordable Care Act to growing amounts of health data, here’s what advisers need to know.
March 22Choice Administrators