A focus on employee retention is driving employee benefits trends in 2024. Small and medium-size business (SMB) owners are seeing employees demand more choices and flexibility in their work lives, including their benefits. This blog will dive into current employee benefits trends and how advisors can help their SMB clients build and personalize benefit packages and leverage them for success…

As a benefits broker, you know how much your clients take on. Their ability to be agile, lead a team, and constantly coordinate each day to keep their businesses moving is nothing short of incredible.  You can help them grow their success and scale their businesses by simplifying their human resource management (HRM) operations. By introducing them to your PEO…

Ancillary benefits create added value for benefits brokers and small business owners alike. Benefits brokers who enhance their offerings portfolio with ancillary benefits position themselves as comprehensive solutions providers. Small business owners who integrate ancillary products into their employee benefits packages gain a competitive edge in talent acquisition, improve employee satisfaction, increase their business’ value perception among employees, and help…

Americans are not saving enough for retirement. Recent surveys from the Transamerica Center for Retirement Studies reported that workers in the Baby Boomer, Generation X, Millennial, and Generation Z age groups have a collective estimated median of only $65,000 saved in total household retirement accounts. The 2023 survey showed Baby Boomers who are still in the workforce have saved $289,000…

Employee benefits insurance brokers are highly attuned to the day-to-day operational burdens that their small and mid-size business (SMB) clients face every day. You, their trusted advisor, have a powerful tool in your arsenal that links your SMB clients to valuable HR resources and turnkey solutions: your partnership with a certified professional employer organization (PEO). This article provides the winning…

The Collaborative Power of the PEO Partnership Initially perceived as competitors, PEO companies have a rich history dating back to the 1970s. Over time, they have become critical resources for small and medium-sized business owners. This shift in perspective highlights why benefits brokers should consider partnering with a PEO. The list of PEO benefits for insurance agents and brokers begin…