The Cason Connection

Posted on June 29th, 2017
Benefits Compliance Update Webinar from 6/28/17

This short session (30 minutes) includes an update on key compliance topics of current interest and relevance. This webinar is […]

Posted on June 29th, 2017
Health Care Reform & Compliance Brief for June 2017

Update on Proposed Senate Health Care Reform Bill As you are likely aware, last week the U.S. Senate released a […]

Posted on June 21st, 2017

Medicare and Medicare Supplements may or may not be on your radar, but these are areas that can have significant […]

Posted on June 20th, 2017
Benefits Compliance Update Webinar from 5/24/17

The May webinar was a special session that included practical compliance training for agents and account managers – specifically, a guided […]

Posted on June 14th, 2017
How to increase your group sales production this year

As the worksite rep in my territory, I’m used to the medical decisions driving the timelines and getting all the […]

Posted on June 7th, 2017
Protect your Client’s Business with Life and Disability Insurance

Do you work with business owners? As an advisor you want to make sure those businesses are protected.  You also […]

Posted on May 31st, 2017
Transforming Market Resources

One of the major keys to success in today’s benefits world is staying ahead of your competition. And part of […]

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 […]

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 […]

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 […]

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 […]

Posted on April 28th, 2017
Benefits Compliance Update Webinar from 4/25/17

This session includes an update on several current compliance topics, including: A brief update on the status of the ACA & […]

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 […]

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 […]

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 […]

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 […]

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 […]

Posted on March 1st, 2017
Benefits Compliance Update Webinar from 2/28/17

This session includes an update on several current topics relevant to group benefits in 2017, including: An update on the […]

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 […]

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 […]