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Guide
Wednesday, October 15, 2025
The Difference Card
Discover How MERPs Are Reshaping the Future of Health Benefits
Learn how Medical Expense Reimbursement Plans (MERPs) can cut costs and enhance employee health benefits. Discover how The Difference Card helps employers save money while improving employee satisfaction and wellness.
Summary
Friday, September 19, 2025
Divergent Advisors
Power Up Your Retirement with Smarter Growth Strategies
The Nassau Athos Annuity℠ is designed to grow your retirement savings with confidence, offering multi-year index strategies, built-in protection and flexibility, plus a guaranteed upfront premium bonus to jumpstart your financial future
Guide
Tuesday, September 16, 2025
Emry Health Concierge
Choose With Confidence: A Guide for Smarter Health Insurance Selection
This open enrollment season, give your clients the clarity they need, and strengthen your role as a trusted advisor.
White Paper
Friday, June 27, 2025
The Difference Card
Help Clients Reduce Healthcare Costs Without Sacrificing Benefits
Learn how brokers are helping employer groups contain healthcare costs with tools like HSAs, HRAs, and custom plan designs. This white paper covers strategies that preserve benefits, manage risk, and deliver lasting value.
Guide
Thursday, May 8, 2025
Universal Financial Consultants
Tax Season Isn’t Over for Extended Filers—Here’s How to Maximize the Opportunity
Discover 5 High-Impact Strategies to Help Affluent Clients Reduce Tax Burden and Enhance Long-Term Planning
Guide
Tuesday, March 18, 2025
The Difference Card
A Guide to MERP Options and Their Tax Benefits and Advantages
Employers can enjoy significant tax advantages when they use a MERP to reduce healthcare benefits costs. Check out this Guide to learn more!
Guide
Monday, February 10, 2025
The Difference Card
MERPs vs. Traditional Health Insurance Plans
When exploring health insurance options for employees, businesses often default to traditional group plans, but alternatives like Medical Expense Reimbursement Plans (MERPs) offer unique benefits. Download the guide to learn more.
Guide
Monday, January 27, 2025
Emry Health Concierge
Health is Wealth When it’s Managed with Care
As a wealth or family office manager, you're already committed to safeguarding your clients’ financial well-being. Now, you can help them navigate the intricate challenges of healthcare that directly impact their overall quality of life.
Guide
Friday, October 4, 2024
Universal Financial Consultants
Is Premium Financing Dead?
Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?
Guide
Monday, June 24, 2024
Universal Financial Consultants