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What to Consider When Serving Veteran Clientshttps://www.iamagazine.com/viewpoints/what-to-consider-when-serving-veteran-clientsWhat to Consider When Serving Veteran ClientsVeterans are used to plans and accountability, but they have unique insurance and financial planning needs. Address them carefully to best serve those who served.11/10/2016 2:09:50 AMEmployee BenefitsLife-Health Employee BenefitsViewpointsLucila Williams
Why Retirement Saving Should Always Stay Top of Mindhttps://www.iamagazine.com/viewpoints/why-retirement-saving-should-always-stay-top-of-mindWhy Retirement Saving Should Always Stay Top of MindRetirement Planning Week is a good time to remember that less than half of Americans have substantial retirement savings.4/5/2017 12:02:03 AMEmployee BenefitsEmployee BenefitsViewpointsDave Evans
Increase Clients’ Medicare IQhttps://www.iamagazine.com/viewpoints/increase-clients’-medicare-iqIncrease Clients’ Medicare IQAt a pivotal point in the cinema classic “Animal House," Dean Wormer confronts members of the Delta fraternity—which is already on “double secret probation”—about their grades. It’s not fair to compare the American public at large to the fraternity, but a recent study shows that 1 in 7 Americans believes—incorrectly—that Medicare is free. 3/1/2012 3:00:00 PMEmployee BenefitsEmployee BenefitsViewpointsDave Evans
Lawmakers Weigh Trimming Tax Incentives for Retirement Planshttps://www.iamagazine.com/viewpoints/lawmakers-weigh-trimming-tax-incentives-for-retirement-plansLawmakers Weigh Trimming Tax Incentives for Retirement PlansWith a federal budget deadline looming this month, lawmakers will likely focus on measures to reduce future budget deficits. One such area that received attention is the current level of deductions for qualified retirement plans like 401(k)s. 3/7/2013 3:00:00 PMEmployee BenefitsEmployee BenefitsViewpointsDave Evans
Are Your Clients at Risk for an Employee Lawsuit?https://www.iamagazine.com/viewpoints/are-your-clients-at-risk-for-an-employee-lawsuitAre Your Clients at Risk for an Employee Lawsuit?Most agents are familiar with EPLI policies. But the potential for litigation continues to increase in the wake of various Affordable Care Act provisions. Are you confident your clients are covered?6/17/2015 7:57:18 PMEmployee BenefitsEmployment Practices On the Hill Life-Health Employee BenefitsViewpointsDave Evans
Addressing Risks in Managing Benefit Planshttps://www.iamagazine.com/strategies/addressing-risks-in-managing-benefit-plansAddressing Risks in Managing Benefit PlansWith open enrollment season upon us, employers should practice these three strategies to avoid the risks involved in offering employee benefit plans.11/5/2019 6:51:17 PMEmployee BenefitsEmployee BenefitsStrategiesTerrence Tracy