Next Generation Benefits Advising

The Difference Between a “Status Quo” Insurance Broker and a Next-Generation Benefits Adviser Delivering healthcare to your employees is a growing business challenge. Not only do annual premiums rise year-after-year, but more employees are making career decisions based on benefits plans, especially as pressure on consumer healthcare costs increase as well. Your benefits plan is …

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How to deliver value to your client

I was recently invited to the Workplace Benefits Renaissance Conference in Atlantic City NJ to speak on one of the Increasing Sales Revenue track – Optimizing Enrollment & Improving Employee Engagement.   The whole panel – moderator Ron Kleiman and fellow panelists Rachel Pennington and Adam Maggio – gave diverse views about how to effectively deliver …

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Healthcare Think Tank

It was such a pleasure to sponsor Adam L Hamilton, PE, the new President and CEO of Southwest Research Institute. He spoke at the October 25 Healthcare Think Tank luncheon. We talked about the stars, the oceans and everything in between.. even healthcare! We are incredibly fortunate to have SWI here is San Antonio!!

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