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When you take the commission, you owe clients the consultation

Employee Benefit News

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Annuity Myths and Facts

Money Talk

An annuity is a contract between an investor and a life insurance company. Annuities are sold by insurance agents, stock brokers, and other financial advisors. Examples include surrender charges, sales commissions (loads), management fees, and mortality charges. Best, Duff and Phelps, and Standard and Poor’s).

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Building Generational Wealth

Money Talk

Transfers are often made through lifetime gifts and inheritances received by younger generations via wills, trusts, and beneficiary designations on life insurance and retirement savings accounts. Multiple Income Streams- Three types of income can build generational wealth: active (wages, salaries, and commissions), passive (e.g.,

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Safeguarding Your Business MVPs: The Power of Key Person and Disability Insurance

CorpStrat

This is where the importance of employee benefits, key person insurance, and disability insurance comes into play. Protecting Your Business MVPs Most companies have health insurance to cover medical expenses and illnesses. We’re talking about things like illness, disability, or the loss of a key team member.

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Building Trust Through Transparency: The Total Compensation Statement Sample Explained

COMPackage

Incentive Compensation: Any bonuses, commissions, or other performance-based pay. Benefits: A list of all benefits provided by the employer, such as health insurance, retirement plans, paid time off, and life insurance. It typically includes: Base Salary or Wages: The employee’s hourly or annual pay rate.

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Study Pegs Group Benefits Return on Investment at 47%

InterWest Insurance Services

A recent study has found that employers who offer health insurance coverage to their staff had an average return on investment (ROI) of 47%, meaning that for every $1 an employer spends, it will receive $1.47 The analysis by Avalare , a wellness plan provider, and commissioned by the U.S. in benefits.

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5 Must-Have Benefits for Millennial Employees

Best Money Moves

Anton, Chairman of AICPA’s National CPA Financial Literacy Commission. Health Insurance was the benefit millennials felt would most help them achieve their financial goals. “The job market, and therefore the employee benefits market, is constantly evolving. Top 5 Must-Have Employee Benefits for Millennials.

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