Tom Avery | BenefitsPRO

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6 common mistakes benefits advisors should fix for 2023

January 10, 2023

In the spirit of reflection, here are the top mistakes brokers made last year that might have lost them clients—and how they can avoid making those same mistakes this year.

Why benefits advisors should create wrap documents for their clients

July 12, 2022

Employers are responsible for complying with ERISA (and the Department of Labor, and COBRA, and the IRS …). So it's not the broker's problem, right? The…

Compensation disclosure: 3 questions proactive brokers are asking

April 14, 2022

Brokers who want to retain (and grow) their book of business need to start by asking themselves these three questions.

Transparency in Coverage Rules Act (TICRA): A 3-month plan

July 09, 2021

Some expect TICRA to have an impact on our industry similar to that of the ACA, and I tend to agree! Before we started discussing a 3-month plan that will help brokerages shine, it's important to share some history and highlights about the TICRA.

6 common mistakes benefits advisors should fix for 2023

Why benefits advisors should create wrap documents for their clients

Compensation disclosure: 3 questions proactive brokers are asking

Transparency in Coverage Rules Act (TICRA): A 3-month plan

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