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Emerging Trends for Brokers

Whitepaper

Many brokers are navigating one of the most demanding advisory environments in years. Regulations continue to shift, healthcare costs remain unpredictable and more employers are asking questions about human resources (HR) and benefits technology.

As a result, client conversations often extend beyond renewals. In fact, 93% of brokers say clients now ask for support beyond traditional services. This report brings those shifts into focus and highlights the trends brokers are paying attention to as compliance, technology and client expectations continue to evolve.

You’ll learn:

  • What’s driving more compliance questions in client conversations

  • How artifical intelligence (AI) is showing up in advisory work today

  • Why clients are asking for broader, more connected support

  • How economic uncertainty is influencing employer decisions

  • Where brokers are finding new opportunities to add value

Download the report for insights into how advisory work is changing and where brokers are focusing their time and attention in the year ahead.

Fill out the form to download the Whitepaper

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