Filter this View
MORE TO EXPLORE
Expert Perspectives is the home to the voices of industry leaders, as they share their expertise and insights directly from the field.
The Broker Innovation Lab celebrates brokers and other benefits stakeholders who have embraced the changing marketplace to position themselves and their business for future success
Media & Resources
Filter this View
SACRAMENTO, Calif. - A bill passed by the state legislature that allows credit unions to accept deposit funds from local governmental agencies has been signed into law by Gov. Gray Davis. A.B. 743 takes effect Jan. 1, 2002. The law identifies sections of the state education and government codes that...
ELGIN, Ill. - Veterans of the credit union insurance space, Kevin Shea and Phil Stewart are once again working with CUs, albeit with a product miles apart from insurance - telecommunications. Shea and Stewart have teamed up to form Members Telcom Services, Inc. The firm's first major initiative is partnering...
MANHATTAN-In its first year of granting Social Entrepreneurship Awards, the Manhattan Institute for Policy Research honored Neighborhood Trust Federal Credit Union with a $9,500 check. Neighborhood Trust is a low-income, community development credit union with $7 million in assets and 4,000 members. The awards recognize "those who have taken the...
STATEMENT OF OWNERSHIP, MANAGEMENT, AND CIRCULATION (REQUIRED BY 39 USC 3685)
EECU Credit Union, Fort Worth, Texas, and Santa Fe Fort Worth Federal Credit Union have announced plans to consolidate. Santa Fe FWFCU's 4,7000 members will join EECU's 84,000 existing members. All Santa Fe FWFCU staff will be retained by EECU. EECU has more than $342 million in assets.
WEST PALM BEACH, Fla. - As more competitors crowd the financial services arena community involvement plays a more integral role in credit union success. From hosting seminars with professional speakers to sponsoring a movie, credit unions stand ready to serve. Here is a look at just a few of the...
NEW YORK -N.Y. Mayor Giuliani made a plea that Oregonians simply could not ignore. While "bright lights, big city" and Oregon are not commonly linked together, this past Columbus Day weekend changed all that when a delegation of more than 950 Oregonians landed in the Big Apple to show their...
DENVER - It's been 28 years since Carroll D. Beach took over as president of the Colorado Credit Union League, and today his friends, associates and scores of CU executives across the nation call him the most powerful "missionary for credit unions" anywhere. And on Capitol Hill and in the...
INTERNATIONAL FALLS, Minn. - Another credit union has entered the insurance realm by purchasing an existing insurance agency. The $46 million Boise Employees Federal Credit Union has purchased Brekke Insurance Agency and renamed it Members-Plus, LLC. "We wanted to offer even more financial products to our members," said BEFCU President/CEO...
NEW YORK - In what can be considered a victory for both camps the verdict is finally in regarding the government's antitrust suit against credit card giants VISA U.S.A. and MasterCard International Inc. U.S. District Judge Barbara Jones has ruled that the two credit card companies, which control 75% of...
From ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
A guide to closing more deals by strategically introducing alternative health plans
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Zelis
The accuracy of your provider directories is vital to shaping your success. The guide provides actionable insights and best practices for ensuring the data you rely on is precise and trustworthy.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
In 2025, you are uniquely positioned to make a real difference for your clients--both financially and in the wellness of their employees. Full of tips ranging from goal setting to relationship building, this is your guide to being a better partner this year, and beyond.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Four industries, one health plan that delivers real savings and better benefits. See how a nonprofit, a wholesale distributor, a health center, and a school district reduced costs and eliminated copays and deductibles--without taking on additional risk. Download the case study bundle to explore how first-dollar coverage can make a difference for your clients.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download ResourceFrom New Benefits
Rising costs & low engagement challenge employers. This HR Pulse Survey reveals key trends from HR leaders across various industries and looks at the opportunities for brokers to elevate service, address pain points, and demonstrate ROI, especially with non-insured benefits.
Download ResourceFrom New Benefits
Clients expect strategic advice, not just sales. This guide reveals 3 steps to audit benefits, fill gaps, and present holistic strategies that meet client goals and employee needs--positioning employee benefits brokers as trusted advisors.
Download ResourceFrom ArmadaCare
Discover how employer-paid supplemental health benefits can help close coverage gaps, reduce out-of-pocket costs, and boost retention!
Download ResourceFrom TIAA
2025 is expected to bring increased market volatility, policy shifts, and new cybersecurity threats that could impact employee retirement savings. This white paper provides HR professionals with the insights they need to strengthen retirement benefits, support employee financial wellness, and navigate the evolving landscape with confidence.
Download ResourceFrom TIAA
Following a year of relative market stability, 2025 is expected to bring increased market volatility, potential policy disruptions, and new cybersecurity threats that can put retirement savings at risk. This white paper equips advisory practices with crucial insights to navigate these challenges, implement effective lifetime income strategies, and guide clients toward a more secure retirement.
Download ResourceFrom isolved
HR teams are facing talent shortages, retention struggles, and evolving benefits needs. For benefits brokers, understanding how AI is impacting and modernizing the employee benefits landscape is crucial to strategically advising clients’ HR teams. This report offers key insights brokers can leverage to become a trusted advisor for their clients.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
A guide to closing more deals by strategically introducing alternative health plans
Download ResourceFrom isolved
Benefits brokers face unique challenges when advising on HR services, particularly for small to mid-sized businesses. Understanding these key challenges and client concerns, such as rising healthcare costs and FMLA compliance hurdles, is key for brokers to differentiate their services and stay competitive. Learn how to address evolving client needs in an uncertain economic landscape.
Download ResourceFrom isolved
Leave management can be costly and complex for your clients’ HR teams. You can help them reduce compliance risks and alleviate administrative burdens. This guide outlines best practices for federal and state job-protected leaves. Equip yourself with solutions to streamline leave management and position yourself as a strategic partner.
Download ResourceFrom Zelis
The accuracy of your provider directories is vital to shaping your success. The guide provides actionable insights and best practices for ensuring the data you rely on is precise and trustworthy.
Download ResourceFrom Labcorp
High blood pressure affects nearly half of U.S. adults, increasing the risk of heart disease and stroke. This case study explores how an employer-sponsored wellness program helped approximately 1 in 3 employees improve their blood pressure risk level.
Download ResourceFrom Labcorp
Long onboarding times and staffing shortages create costly delays. Discover how one large healthcare system streamlined its hiring process, reducing onboarding time from weeks to days while improving the candidate experience and freeing up internal staff.
Download ResourceFrom Trustmark Voluntary Benefits
Voluntary benefit elections are not what they used to be. The shift toward passive enrollments prevents employees from being actively engaged in the enrollment process, generating low participation rates and putting employers and insurers at risk. This guide explores a new approach to enrollment that combines facets of both traditional enrollment processes and the new self-service culture to increase engagement and boost participation.
Download ResourceFrom ArmadaCare
Get a handle on supplemental health insurance--fast. This quick-reference guide breaks down voluntary vs. employer-paid plans, coverage types, and when to recommend each. Ideal for brokers advising clients on modern benefits strategies.
Download ResourceFrom Nationwide® pet insurance
Today’s employees expect more than just health insurance. Learn how pet insurance is becoming a must-have voluntary benefit--especially for millennials and Gen Z. This infographic gives benefits brokers the data and insights needed to stay ahead in a competitive labor market.
Download ResourceFrom Nationwide® pet insurance
Millennials and Gen-Z are now the leading workforce generations, and employers are faced with the challenge of adapting to the new set of values they bring with them. These younger employees expect flexibility and benefits that support all aspects of their lives, including their pets. Discover how pet insurance can help strengthen client retention, meet expectations, and support recruitment goals.
Download ResourceFrom Zelis
Inaccurate provider data can lead to frustrated clients and stress on your business relationships. These are the top do’s and don’ts to ensure the data you rely on as a benefits advisor is as accurate and helpful as possible.
Download ResourceFrom LifeSecure Insurance Company
Employers are revamping their benefits strategies--but are they offering what employees truly want? Discover the seven key elements shaping workplace benefits in 2025 to help your clients enhance satisfaction, retention, and enrollment.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
In 2025, you are uniquely positioned to make a real difference for your clients--both financially and in the wellness of their employees. Full of tips ranging from goal setting to relationship building, this is your guide to being a better partner this year, and beyond.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Explore alternative plan designs, including HSAs, HRAs, QSEHRAs, ICHRAs, and MERPs, in this brief e-book.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Discover innovative solutions to help your clients overcome cost barriers in health insurance.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Prioritizing health equity can transform your sales strategy and secure long-term business success. This guide helps you lead thoughtful conversations by aligning with employers' values.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
You can bet that many of your employer clients will be considering alternative funding models as they shop around for health plans this year. Download this short guide to learn about the difference between MERPs and HRAs, why they matter and how you can provide your clients with lower costs, more flexibility and greater satisfaction.
Download ResourceFrom Zelis
Managing health plan data is complex and time-consuming. Brokers need seamless access to accurate, up-to-date provider and network information to effectively guide employers and beneficiaries. This resource explores how to streamline workflows, reduce manual data handling, and enhance decision-making with smarter solutions.
Download ResourceFrom ArmadaCare
Are HDHPs & HSAs really the best solution? Let’s take a closer look.
Download ResourceFrom Nonstop Administration and Insurance Services, Inc.
Four industries, one health plan that delivers real savings and better benefits. See how a nonprofit, a wholesale distributor, a health center, and a school district reduced costs and eliminated copays and deductibles--without taking on additional risk. Download the case study bundle to explore how first-dollar coverage can make a difference for your clients.
Download ResourceFrom ArmadaCare
Help your clients make informed decisions about executive medical reimbursement plans while ensuring compliance amidst evolving regulations.
Download ResourceFrom New Benefits
Explore four strategies that benefits advisors can leverage to help their clients reduce healthcare expenses.
Download ResourceFrom New Benefits
This report reveals the top non-insured benefits that not only reduce costs but also address the rising challenges of burnout, financial stress, and work-life balance. Give your clients the edge they need to support their employees while driving business growth. Download the report now to learn more!
Download ResourceFrom ArmadaCare
Are brokers prepared for what’s next? See the 5 hot benefits trends shaping 2025 in this report.
Download Resource