You’re Already in the Room. OWN ALL OF IT.
Why Employee Benefits Advisors Are Leaving Revenue—and Relationships—on the Table As an Employee Benefits Advisor (EBA), you’ve already done the hard part. You’ve earned a seat at the table.You’ve built trust with business owners.You’re the go-to for health, dental, and employee benefit renewals. But if that’s where the conversation ends, here’s the truth:You’re doing half […]
The Million Dollar Easter Egg Hiding in Your Clients’ Buy- Sell Agreements
The Supreme Court Just Turned a Technical Detail Into a Tax Time Bomb—Here’s What You Must Do Now In the world of business succession planning, there’s now a legal Easter egg you absolutely cannot afford to miss. We’re not talking about a pleasant surprise. This one comes wrapped in a Supreme Court ruling—and it blew […]