3 Approaches to Allocating Assets
Most people maintain the largest portion of their savings in their 401(k) plan—but they might want to consider taking a longer-term approach to asset allocation.

Most people maintain the largest portion of their savings in their 401(k) plan—but they might want to consider taking a longer-term approach to asset allocation.
Veterans are used to plans and accountability, but they have unique insurance and financial planning needs. Address them carefully to best serve those who served.
More and more states are enacting mandates for state-sponsored retirement plans—including California, most recently. What do these changes mean for you and your clients?
As the Affordable Care Act, industry disrupters and new regulations continue to make waves, it’s time to recalculate your agency’s approach to employee benefits.
What’s an employer to do when staff members worry about their ability to cover rising medical expenses? Here are five dollar-saving strategies your commercial clients should share with their employees.
Although most small business employees are happy with their jobs, a new survey shows they’d be even happier if their employers improved benefits offerings. That’s where you come in.
According to a recent report, by the end of this decade, Social Security and Medicare will start spending more than they receive in tax revenues. Helping your clients save for retirement is more important than ever.
Encourage recent graduates entering the workforce to assess employer disability benefits packages.
Corporate clients that have considered a wellness program may have found it lacking. But some carriers are adding wellness to injury prevention services for workers comp policies—and it’s gaining traction.
Hearing and vision problems are on the rise, and general medical insurance does not usually cover them. Review your employee benefits offerings to maximize revenue while meeting your commercial clients’ needs.