Benefits Sales Strategies

"This past year and a half revealed just how easily employees are leaving companies and jumping to other jobs," says Sona Khosla, chief impact officer for software provider Benevity.

The debate's likely to continue over whether 401(k) plan sponsors should consider environmental, social and governance factors when selecting investment options, but the rule creates new opportunities for advisors.

The pandemic-era pause, which was set to resume January 1, will be extended through June 30, after a federal appeals court last week blocked the administration from carrying out Biden's plan to cancel student loan debt.

"Personalized health care benefits that allow the employee to make their own choice of plan based on a set budget are a win-win for small to midsize organizations and their employees," Victoria Glickman Hodgkins, the PeopleKeep CEO, says.

Paid parental leave insurance is a new financial product, but it could be a game-changing employee benefit and an untapped opportunity for brokers, agents, and advisors.

Most of an advisor's time is consumed by preparing reports, inputting data and attending meetings, but the right tools can recommend next steps, best-fit products, or actions towards fulfilling customer expectations.