Affordable Care Act education, in various capacities, jumped to the forefront of brokerages’ marketing strategy in 2013. One broker approached ACA sessions from a come-one, come-all perspective, while others were more measured, only inviting people who were identified as potential prospects. One thing is for certain, advisers, consultants and brokers alike say any peer who doesn’t hop on the ACA instruction bandwagon soon could get left behind.

Community outreach is a staple component of every independent brokerage and agency in terms of developing name recognition and trust with families and businesses in their area. In the past, it’s meant brokers sitting on local homeless shelter boards, holding ERISA webinars for small businesses or hosting the ever-popular charity golf outing. And while those elements may still be important in keeping brokerages across the nation afloat, for many, the ACA has taken precedence above all else.  

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