Benefits Sales Strategies

Among the most notable provisions are making permanent the individual tax changes first put in place in 2017; additional tax cuts to individuals and businesses, including new deductions for tips and overtime pay; an expanded child tax credit and standard deduction; a permanent 100% bonus depreciation and domestic research and development expensing.

As the nature of work continues to shift, smart companies are staying ahead by prioritizing wellbeing in ways that are strategic, inclusive and sustainable.

By looking at the data, modeling possible impacts and helping design proactive, personalized communication, benefits advisors can assist their HR partners in navigating uncertainty with confidence.

Twenty-two percent of employees said they know little about their available mental health benefits and 1 in 10 finds them too complex.

Commercially insured patients across the country pay widely varying amounts for the same procedure, the costs of which primarily are underwritten by employers.

While the One Big Beautiful Bill Act (OBBBA) that President Trump signed into law on July 4, 2025, somewhat surprisingly does not directly address any issues related to qualified retirement plans, it does impact executive compensation in a couple of ways that may be of interest to executives and their financial advisors.