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The Disability Claim Consultant
Why the need? By Arthur L. Fries Would you go to court without an attorney? Would you file a tax return with the help of a CPA? Most of you would answer no to these […]
Month: July 2019
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Beneficiaries Pay a High Price for Hospice Fraud
By Karen Fletcher Hospice fraud continues to be one of the top three types of Medicare fraud reported to our California Senior Medicare Patrol each month. Not only is this fraud robbing Medicare and taxpayers […]
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Brokers’ Role in Helping Employees Achieve the New American Dream
Financial Wellness By Elizabeth Halkos The new American dream might not be what you think it is. We used to consider the American Dream as the ‘really good life’ – the beautiful home with the […]
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5 myths about benefits enrollment
Help your clients create a more effective enrollment by busting these benefits myths By Steven Johnson The saying “You don’t know what you don’t know” can apply to a lot of things in life — […]
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Move over Millennials: Gen Z Vision Benefit Enrollment, Utilization Is on the Rise
By Marc Pannier Move over millennials—Gen Z employees are the new kids in town, and they’re shaking up the benefits landscape. As part of a generation known for spending enormous amounts of time on digital […]
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Simplifying the Retirement Story
By James Lake With an ever-changing retirement landscape, preparing for your clients’ retirement reality has never been more important than it is today. Clients of all ages are seeking a personalized approach to their retirement, […]