Filling A Void

Few things vex small business owners more than providing employees with health insurance. That may be changing, though, because of health savings accounts (HSAs), which are now available with high-deductible health plans. Brokers who include these accounts in their portfolio of products and services have an additional tool that will help keep current clients and aid in wooing new ones. Brad Rosley, an independent investment advisor and insurance specialist in Glen Ellyn, Ill., has been doing just that. While talking with a wealth-management client who was a partner in a 50-employee temporary employment agency, Rosley recommended that his ...

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In This Issue: September 2010

Cover Story

Outgrowing The Series 7

When the 7 becomes more of a burden than a benefit.



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