Meeting client needs, and anticipating what they will need in the future, is the lifeblood of the broker's business. In this report, brokers share their reactions to an informational resource that would help them broach and discuss issues such as personal health and wealth with their clients. Brokers also share information about their experiences with income annuities, group disability benefits, cafeteria plans, and third party administrators. This information exchange was conducted in March, 2007 among close to 200 brokers.