Optimizing Your Agency’s 401(k) Plan
An agency’s 401(k) plan is a valuable tool for reducing taxes, retaining employees and building long-term wealth.
Strategies
Trump Accounts: What You Need to Know About the New Individual Saving Vehicle
For independent insurance agencies, this could be an innovative, family-focused benefit to offer employees or to strengthen relationships with commercial and personal lines customers.
4 Ways to Determine if an ICHRA Is the Right Group Health Alternative for Your Clients
Companies best suited for ICHRAs save an average of more than 20% on their yearly health care premiums and their employee satisfaction scores surge, thanks to the additional plan options.
