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On-Demand Webinar
 Positioning ICHRA in Client Conversations
Thursday, October 31, 2024 Take Command Are you thinking of positioning ICHRA to your clients for 2025 benefits? Learn how to navigate the process of seamlessly integrating ICHRA into discussions with clients.
Guide
 Top 10 Resources for Brokers
Wednesday, October 23, 2024 Take Command A quick guide to all the resources available to you through Take Command to help you sell, implement, support, and educate yourself on all things ICHRA.
Video
FPA LIVE with Matt Halloran on Influence Marketing
Wednesday, August 28, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
White Paper
U.S. Supreme Court Weighs in on Buy-Sell Agreements: What's Next for Business Clients
Friday, August 23, 2024 Modern Life Discover insights from the latest Supreme Court ruling on buy-sell agreements with our whitepaper. Learn how the Connelly decision impacts estate tax calculations and explore strategic alternatives to safeguard your business clients’ interests.
White Paper
How to Use MERPs to Write More Business
Wednesday, April 10, 2024 The Difference Card When attracting and retaining employees, health insurance benefits are a significant draw. While organizations can consider multiple employer-funded health plans, MERP solutions are a great option due to their flexibility of coverage and employee control.
Guide
How Section 105 Medical Reimbursement Plans Save on Taxes
Friday, February 9, 2024 The Difference Card If you are looking to learn more about an alternative way of funding medical costs, Section 105 plans, whether Health Reimbursement Arrangements or Medical Expense Reimbursement Plans, could be the right option for you or your client.
Video
FPA Live with Louie Gravance
Tuesday, January 23, 2024 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.