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
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
New EO Seeks to Lower Drug Prices & Improve PBM Transparency
On April 15, 2025, President Donald Trump issued an executive order (EO) that directs his administration to take a wide range of