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Research & Insights
Pooled Employer Plans, or PEPs, are increasingly recognized for their benefits to both employers and advisors. A recent survey of employers found significant improvements in satisfaction with PEPs, showcasing their value in enhancing workplace environments and advisor-client relationships.
Guide
Gain access to online services for financial professionals.
June 1, 2023
By enrolling in group coverage for themselves and their children, parents can help close out-of-pocket financial gaps and prevent medical debt.
July 1, 2025
Insurance can be a complex subject. Some level of coverage is a necessity for those who want quality health care that won't break the bank, but many people are unclear about how insurance coverage works. In fact, nearly 40% of Americans struggle to understand what their health insurance covers¹
Guide
Direct Deposit and eStatements for producer commissions are released the evening before the check/paper statement mailing date.
Article
July 9, 2024
How can employers find the right Pooled Plan Provider? Check out our newest white paper to learn more.
Article
June 30, 2025
There’s nothing worse than a slowdown during the application process. The New Business Checklist helps keep the process running smoothly, for you and your clients. Make sure you’re using this handy tool.
April 15, 2026
This Women’s Health Month, explore a practical roadmap for women’s wellness, preventive care and ways loved ones can provide support.
January 13, 2026
Choosing between emergency room and urgent care treatment
November 1, 2022
Rising health care costs, the prevalence of High Deductible Health Plans, and other economic factors are brewing a financial storm that can be weathered with the right preparation. One type of protection you can offer your employees and their families is supplemental benefits.