Benefits Sales Strategies

The new state transparency laws generally fail to account for one form of compensation ripe for bias - bonuses, which in some industries, such as finance and insurance, are one of the biggest parts of total compensation.

Be sure customers understand that the products and services you offer follow a strategy.

Despite differing objectives, increasing transparency requires stakeholders to work together for common good, according to a panel discussion at the recent Self-Insurance Institute of America's (SIIA) Price Transparency Forum in Kansas City.

The suit accuses the father and son of failing to disclose to over 100 investors that they had been terminated from advisory firm Waddell & Reed and were impersonating certain clients to make securities transactions.

Benefits advisors and brokerages of all sizes must band together and learn from each other in order to move the industry forward and create meaningful change.

We recently caught up with Nick Karls, director of compliance at Holmes Murphy and Associates, for a wide-ranging conversation on virtual care trends, compliance updates, and the key roles that benefits advisors will play in guiding employers in 2023 and beyond.