Insurances
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Life Insurance
Individual life insurance is the foundation of financial security for you and your family.
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Personal Disability & Long-Term Care
Disability Benefits are payments that provide income when you can no longer work due to an illness or non-work-related accident. Long-Term Care provides coverage if you have a chronic illness or disability that leaves you unable to care for yourself for an extended period of time. Both can be an important part of your wealth management.
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News: Benefit News
U.S. Prescription Drug Spending Rose 10.2% in 2024
A new report from the American Society of Health-System Pharmacists (ASHP) revealed that prescription drug spending in the United States reached nearly
DOL Issues Guidance on Independent Contractor Classification
On May 1, 2025, the U.S. Department of Labor (DOL) issued Field Assistance Bulletin (FAB) 2025-1 on how to determine employee or
IRS Announces Excepted Benefit HRA Limit for 2026
On May 1, 2025, the IRS released the inflation-adjusted limit for excepted benefit health reimbursement arrangements (EBHRAs) for plan years beginning on