Benefits Sales Strategies

Clients and prospects want ideas right now. Are you ready to talk to them?

Now's the time to be your own best client and get that succession and estate planning out of the way.

Employers selecting a new plan or carrier must sort through an increasing number of options, hoping to choose a product that will provide the most value to their workers at a reasonable price. At the same time, this growing complexity can make it more difficult for employees to understand their benefits, negatively impacting the customer experience.

A financial and insurance professional who frequently travels to China shares his take on the coronavirus.

Lynch's advisor at UBS said, "He understands the transition [to retirement] better than anyone in the NFL, since he's done it twice."

Coronavirus stress is affecting just about everyone -- CEO Mark Mitchnick, M.D., offers tips for communicating with anxious clients and employees.