The latest PwC Pulse Survey reveals that 50% of executives surveyed cite workforce productivity as a top risk to growth. (Adobe Stock)

In today’s uncertain and fast-evolving economy, insurance and finance advisors sit at the critical intersection of health innovation, workforce strategy, and financial planning. As PwC’s latest Pulse Survey reveals, the first 100 days of 2025 have underscored an urgent truth: Resilience and agility are not just buzzwords; they're the new cornerstones of strategic planning.

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Executives are focused on productivity and talent

The Pulse Survey reveals that 50% of executives surveyed cite workforce productivity as a top risk to growth. At the same time, talent acquisition and retention remain high on the agenda. This is a moment of opportunity and responsibility for advisors. Organizations are not simply looking for cost-effective plans, they’re looking for integrated strategies that support wellbeing, enhance employee engagement, and ultimately drive performance.

For advisors, this means helping clients think beyond traditional offerings. Mental health support, flexible work programs that align with diverse generational needs are now part of the core package. They should be answering the question: How do benefits become a lever for employee health/wellness and workforce productivity?

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Health care is evolving

In the health sector, the emphasis on cost control is sharpening. Nearly 60% of health industry leaders are reprioritizing capital investments due to inflation and margin pressure. Many are accelerating automation and digital investments to improve efficiency and patient outcomes.

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