Latest Articles

New Year Resolutions 2023

3 New Year’s Resolutions for Insurance Brokers

The new year is here. Did you make any New Year’s Resolutions? If so, have you broken any yet? Here are three you might consider related to your role as...

Overview of Continuing Education (CE) Credits

Monitor Your CE Credits to Ensure a Smoother License Renewal

You already know that California, Nevada, and other states have a Continuing Education (CE) Credit requirement if you want to renew your state insurance license. Accident and Health, Life-Only, and...

Helping Answer Clients' Health Insurance Tax Season Questions

Helping Answers Clients’ Health Insurance Tax Questions

It’s nearly tax time, and some of your small business clients may be looking for answers concerning tax questions related to offering health insurance and other benefits to employees. While...

How do health insurance brokers get paid

Helping Employers Understand How Insurance Brokers Are Paid

Some business owners and employee benefits managers understand health insurance well. Others, not so much. Many believe that health insurance brokers charge a fee for their services. In fact, most...

Avoid ACA Employer Penalties

Tips for Helping Clients Avoid ACA Employer Penalties

Heading 2 Heading 3 Heading 4   As 2022 comes to an end, employers are beginning to prepare for their required annual Affordable Care Act (ACA) reporting to the Internal...

Client Loyalty

Tips to Help Insurance Brokers Build Client Loyalty

In a competitive marketplace, one of the most important things you can do to ensure you continue to attract and retain customers is to build strong client loyalty. We have...

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