Broker Regulation

This week's episode helps advisors learn more about advising clients about federal benefits, from Social Security to Medicare and beyond.

The issue: Does a plan participant have a duty to repay the plan after settling with a third party over an injury claim?

Some expect TICRA to have an impact on our industry similar to that of the ACA, and I tend to agree! Before we started discussing a 3-month plan that will help brokerages shine, it's important to share some history and highlights about the TICRA.

Rather than paying subcontractor administrative fees, Aetna suggested that Optum "bury" them amid provider charges.

Acting as a fiduciary means acting as stewards that improve financial outcomes. There is an emphasis on trust that has become even more apparent with the creation of the Affordable Care Act.

ICHRAs may soon be a thing of the past, which is critical to making sure we're moving forward with a health care system that respects workers and supports them in times of need