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The Cason Connection

Posted on April 30th, 2018
Benefits Compliance Update Webinar from 4/25/2018

This session (30 minutes) provides a short update on recent developments, as well as a discussion of these topics of […]

Posted on April 12th, 2018
Life changes? Bring on the policy reviews

As you know, your life and your business can be a moving target. Situations change and often so do your […]

Posted on March 28th, 2018
What is Level Funded?

Level funded has been around for years, and it seems that this style plan has really become a buzz in […]

Posted on January 31st, 2018
Compliance Update, 2018 Checklist, & Roadshow CE Review

We hope that 2018 is off to a positive start for you. Our team is working hard on various services, […]

Posted on December 14th, 2017
Good help is hard to find

I recently had a conversation with an agency owner who realized that less than 10 percent of his clients had life […]

Posted on December 1st, 2017
Benefits Compliance Update for 12/1/2017

As the end of 2017 nears, here is an update on several important topics of relevance for advisors and their […]

Posted on November 16th, 2017
Plan One Year in Advance

This is the time of year that many groups are renewing their benefits plans. Just like so many other companies, […]

Posted on November 7th, 2017
Benefits Compliance Update Webinar from 10/31/17

This session (30 minutes) includes the topics below: An update on the developments this month in Washington, including the October […]

Posted on October 26th, 2017
Breaking the pattern

Many of our advisors are starting to refer their business owner clients to The Cason Group so we can solve […]

Posted on October 13th, 2017
Legal Brief: 3 Important Updates

The Executive Order issued by President Trump on Thursday is one of three relevant updates this week from Washington. Executive […]

Posted on October 11th, 2017
“It was my understanding that there would be no math”

“It was my understanding that there would be no math.” In 1976, Chevy Chase said this line while playing Gerald […]

Posted on October 2nd, 2017
Benefits Compliance Update for October 2017

Last week’s health care news from Washington was not shocking. In my view, the surprise was not that Congress failed […]

Posted on September 29th, 2017
Benefits Compliance Update Webinar from 9/27/17

This session (approx. 35 minutes) features a practical training session for agency personnel. The primary topic is plan documents and […]

Posted on September 28th, 2017
5 Easy Ways to Earn More Money

I’ve been very blessed to have worked with many highly successful advisors over the last 17+ years. They each have […]

Posted on September 21st, 2017
Disability Products: Important Things to Know

Disability contracts are often overlooked when it comes to implementing a benefits package. Most of the time the focus is on […]

Posted on September 18th, 2017
Benefits Compliance Update Webinar from 8/29/17

This short session (30 minutes) includes: An update on the status of the ACA after the recent flurry of legislative […]

Posted on September 7th, 2017
Life Insurance Awareness Month: Review your client’s needs and goals, not just their policies

If you’ve worked with The Cason Group for very long, you’ve likely read multiple blog posts on the importance of […]

Posted on August 23rd, 2017
Protecting the Millionaire Next Door

It’s an old book by now, but The Millionaire Next Door is a classic. Small business owners are my heroes, and […]

Posted on August 17th, 2017
Benefits Compliance Update for August 2017

Two weeks removed from the latest round of the Congressional circus, we can put the recent events into perspective and […]

Posted on July 13th, 2017
Encouragement through Serving Others

What encourages you? My daughter recently went on a week-long mission trip to work with Big Heart Orphanage in Reynosa, […]