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Guide
Benefits By The Numbers: Fast Facts For Busy Brokers
Friday, May 16, 2025 ArmadaCare for CalBroker This guide delivers the key numbers influencing benefits today. Make data-driven decisions with ease and keep your clients' plans ahead of the curve.
Guide
Benefits By The Numbers: Fast Facts For Busy Brokers
Monday, May 12, 2025 ArmadaCare This guide delivers the key numbers influencing benefits today. Make data-driven decisions with ease and keep your clients' plans ahead of the curve.
Guide
Tax Season Isn’t Over for Extended Filers—Here’s How to Maximize the Opportunity
Thursday, May 8, 2025 Universal Financial Consultants Discover 5 High-Impact Strategies to Help Affluent Clients Reduce Tax Burden and Enhance Long-Term Planning
Guide
A Guide to MERP Options and Their Tax Benefits and Advantages
Tuesday, March 18, 2025 The Difference Card Employers can enjoy significant tax advantages when they use a MERP to reduce healthcare benefits costs. Check out this Guide to learn more!
Infographic
Unlock the Future of Employee Benefits
Tuesday, March 11, 2025 ArmadaCare Discover innovative strategies to reduce out-of-pocket healthcare expenses
Guide
MERPs vs. Traditional Health Insurance Plans
Monday, February 10, 2025 The Difference Card 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
Health is Wealth When it’s Managed with Care
Monday, January 27, 2025 Emry Health Concierge 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.
Infographic
Unlock the Future of Employee Benefits
Wednesday, December 25, 2024 ArmadaCare for CalBroker Discover innovative strategies to reduce out-of-pocket healthcare expenses
Guide
Is Premium Financing Dead?
Friday, October 4, 2024 Universal Financial Consultants 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
The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning
Monday, June 24, 2024 Universal Financial Consultants Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.
Guide
5 Ways the Pandemic is Impacting Advisors (And How to Adjust)
Thursday, March 31, 2022 FIA From the products you recommend to the needs of the consumers you advise, here are five ways the pandemic continues to influence the industry — and steps you can take to adapt.
Guide
5 Financial Trends for Advisors to Watch in 2022
Thursday, March 17, 2022 FIA Uncertainty and change will likely continue to impact your strategies and your clients’ financial decisions, so we've gathered the five economic trends for advisors to watch.