Are You One of the 65% of Business Owners Making This Financial Mistake?

healthspendingaccounts

I talk to at least a dozen business owners a week.  The crux of our conversations is around how they may want to look at the finances within their businesses a little differently.  It could be about items that could be legitimately expensed but aren’t, getting money out of their businesses tax effectively, how they can use their business to … Read More

Can We Talk About Benefit Advisor Fee Transparency for a Minute?

Benefit Advisor Fee Transparency

I get it that doing the right thing doesn’t always yield you the largest compensation, but it will yield you dividends for years down the road.  In the benefits industry, the income of brokers comes largely from annuity business.  Keeping your customer happy doesn’t always mean making your windfall today.  That’s why it’s important to understand about doing the right … Read More

Is Your Benefits Advisor Performing these 11 Key Roles for You?

Role of the benefit advisor

  I experienced something in the last few days that embarrassed me as a Benefits Advisor.  As much as there are many credible professionals within the benefits business, there are more than our fair share of brokers/advisors that are greedy, lazy and bring no value to their clients.  Like in any industry, there will always be a few bad eggs.  So … Read More