Strategies

Here’s why incentives are essential to shaping successful benefits programs, as well as actionable insights for independent insurance agencies and their clients.

Agents must be willing to put in the work to overcome a maze of U.S. and foreign regulations, as well as logistical hurdles, to get foreign national clients’ policies funded.

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.

When clients need advice on borrowing against a whole life policy, your expertise will be critical in guiding them to the right solution.