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The Cason Connection

Posted on May 24th, 2017
Making Money on the Beach

Vacation season is upon us, and the one thing that helps us relax a little bit harder than we normally […]

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Posted on May 17th, 2017
Make asking for referrals even more effective

Raise your hand if you love cold calling. If your hand is raised, you either are not telling the truth […]

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Posted on May 10th, 2017
Health Care Reform Update for May 2017

Last Thursday, the House of Representatives passed an amended version of the American Health Care Act (AHCA).  This is largely […]

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Posted on May 4th, 2017
How to Reach the Senior Market

The senior market is expanding at a rapid pace. It’s estimated that 10,000 Americans a day turn 65. This trend […]

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Posted on April 27th, 2017
Take the Pain out of the Life Insurance Application Process

Selling life insurance can often be a long and painful process. From phone interviews, to trying to find time to […]

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Posted on April 19th, 2017
Are you asking a good first question?

I recently accompanied an agent on a cold call. We literally walked up off the street and knocked on an […]

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Posted on April 5th, 2017
Update on Tax Treatment of Certain Supplemental or Worksite Benefits

A recent IRS Office of Chief Counsel Memorandum includes new guidance on the tax treatment of certain supplemental health benefits […]

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Posted on March 9th, 2017
Driving Renewal Revenue

In a meeting with a broker the other day, he mentioned last year he had his best year ever without […]

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Posted on March 2nd, 2017
Starting Fresh

Remember the 1993 movie Groundhog Day? Phil (Bill Murray) gets the chance to live his day over and over again until […]

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Posted on February 22nd, 2017
The Top 5 Life Insurance Underwriting Niches

It’s always fun when you can help someone solve a tough problem! With our carriers, we have many opportunities to […]

Smiling Doctors and Surgeon March 26, 2004
Posted on February 16th, 2017
ACA Reporting Requirements: Update

As of today, the ACA remains the law of the land, and there has been no announcement of any suspension […]

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Posted on February 9th, 2017
Save Time in 2017

When prospecting or meeting with your clients, do you ever get the feeling that you aren’t getting their full attention?  […]

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Posted on January 23rd, 2017
Do you control your time or does someone else?

I’m not sure when it happened. I’m not sure how it happened. But at some point in my life I […]

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Posted on January 11th, 2017
January Benefits Compliance Brief

As we begin the new year, what lies ahead is most certainly a year of change for all of us.  […]

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Posted on January 5th, 2017
We survived another 1/1…Now what?

As we all wrap up another (hopefully) successful 1/1 season, we celebrate the wins of the 4th quarter, and gladly […]

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Posted on December 7th, 2016
The Importance of Policy Reviews

One of the most important aspects of a client relationship is knowing how valuable you are as a partner. Understanding […]

Stock image of female doctor writing on whiteboard: Health care reform?... Image over white background
Posted on December 1st, 2016
The election is over…Now what?

On November 8th all of America watched a historical election take place. Whether you were for or against the candidates who […]

professionals
Posted on November 22nd, 2016
ACA Compliance Alert: IRS Delays Deadline for Distribution of Forms 1095-C & 1095-B

On Friday, the IRS issued Notice 2016-70, which delays the deadlines for employers and health insurers to distribute Forms 1095-C […]

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Posted on November 9th, 2016
Enrollment Season Update: Compliance Tips for Group Plans

As enrollment season races along, employers and plan advisors are appropriately focusing on communication and elections for 12/1 and 1/1 […]

professionals
Posted on November 2nd, 2016
Compliance Update for November 2016

As you proceed through enrollment season, this update is designed to give you quick summaries of key issues of importance […]