2023 Tax Planning Fundamentals
Tips for Brokers and Their Small Business Owner Clients By John Hassett Planning for the new year includes reviewing your tax situation so you don’t miss opportunities to save money. Given that the average American […]
Tips for Brokers and Their Small Business Owner Clients By John Hassett Planning for the new year includes reviewing your tax situation so you don’t miss opportunities to save money. Given that the average American […]
My emotional rollercoaster reaches solid ground BY AMY EVANS In October 2021, my employee benefits agency was acquired by Shorepoint Insurance Services, an Acrisure agency partner, and I joined Shorepoint as an associate VP of […]
3 ways brokers can help clients navigate workplace challenges BY RICHARD SHAFFER For brokers in the employee benefits market, 2020 accelerated and exploited trends, like virtual work, that were already slowly and steadily disrupting the […]
BY TOM AVERY This year was unlike any other for brokers. The Consolidated Appropriations Act of 2021 went into effect last December, requiring brokers to disclose their expected commissions related to all group health plans […]
WHY AND HOW THE SIGNIFICANT ALWAYS FINISH STRONG BY DAN CLARK The dictionary defines insurance broker as “An intermediary who sells insurance by negotiating with multiple insurers on behalf of a client for compensation; while […]
MAPD developments you should pay attention to BY PHIL CALHOUN and DAVID ETHINGTON The following is a discussion on commission trends for Medicare Advantage Prescription Drug (MAPD) taking place in California that directly affects broker […]
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