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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
ACA Information Reporting Penalties Released for 2026 Returns
IRS Revenue Procedure 2024-40 includes updated penalty amounts that may apply to reporting entities that fail to comply with the Affordable Care
Summary of the 2024 Employer Health Benefits Annual Survey
Each year, the Kaiser Family Foundation conducts a survey to examine trends in employer-sponsored health benefits. This article summarizes the
IRS Expands List of Preventive Care Benefits for HDHPs
On Oct. 17, 2024, the IRS issued Notice 2024-75 (the Notice) to expand the list of preventive care benefits permitted to be