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The Cason Connection

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 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 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 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 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 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 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, […]

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 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 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 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 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 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?  […]