Latest Articles

ERISA Summary of Material Modification (SMM) – Breaking It Down...

Hear all about ERISA guidelines and requirements for notifying plan beneficiaries of changes contained in their ERISA Summary Plan Description documents (SPDs) and ERISA Wraps – on ERISA Summary of...

ERISA Wraps – Breaking It Down With Word & Brown...

Learn about the most-common method employers use to create, maintain, and distribute all ERISA plan information to employees: an ERISA wrap.

[Infographic] 7 Tips to Boost Your Insurance Sales

Why You Should Use Online Enrollment for Your Groups

Technology has changed the landscape for many businesses. Health insurance is among them. There’s been a giant shift in the way brokers do business today, especially as compared to 15...

Introducing New Podcast Series: “Breaking It Down With Word &...

A new podcast series for Word & Brown brokers is now available! Compliance Manager Paul Roberts is “Breaking It Down With Word & Brown” and covering a range of topics,...

ERISA Summary Plan Descriptions – Breaking It Down With Word...

ERISA Summary Plan Descriptions (SPDs) – Learn the intent and the requirements of the ERISA Summary Plan Description: An abridged version of the ERISA plan document, written in a language...

arrowcaret-downclosefacebookhamburgerinstagramlinkedinpauseplaytwitteryoutube