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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.
Research & Insights
Empowering women in the workplace means supporting them through every stage of their careers — including when they need to take a leave of absence.
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.
Article
January 14, 2026
Explore key federal laws and gain actionable tips to support employees during and after pregnancy.
Article
August 13, 2025
In an increasingly digital and diverse world, workplace accessibility is a critical yet overlooked issue, especially for individuals who are blind or visually impaired.
Article
May 23, 2025
Neurodiversity in the workplace emphasizes the importance of recognizing and valuing the diverse ways people think, learn and interact. Embracing neurodiversity creates a more inclusive environment, benefiting both neurodivergent individuals and overall workforce productivity.
Article
March 3, 2026
The refreshed Annuity Portal is now live, featuring a modern design and improved usability. Learn what’s changed and how you’ll experience a smoother experience.
Article
May 21, 2025
May is Disability Insurance Awareness Month. Disability insurance is essential for providing financial stability if you are unable to work due to an unexpected illness or injury.
Article
April 1, 2025
Women are set to control up to $30 trillion by 2030. Financial advisors have a unique opportunity to tap into this market. Join us in empowering women to achieve financial independence and secure their futures.