Newsletters

Want to stay on top of, and up-to-date with, insurance industry trends?

Subscribe to our company newsletter, and get the benefit of our research. After all, we HAVE TO stay up to date...for everything we do for you and your company.

Sign up for our Email Newsletters

Wealth Management Newsletters

Investment Insight:

• 1st Quarter 2012
• 4th Quarter 2011 
• 3rd Quarter 2011
• 2nd Quarter 2011
• 1st Quarter 2011

Great Outcomes: A Newsletter for Retirement Plan Sponsors

• October 2011
  
   
   
• August 2011 
• June 2011
• April 2011
• February 2011

Employee Benefits Newsletters

Health Care Reform and Compliance Updates:

• Health Care Reform Article Series
• Employer Medicare Part D Disclosure and Reporting Obligations - September 2011
• CMS Disclosure and Medical Expenses - February 22, 2011 

Benefits News:

• 4th Quarter 2011
   
  
   
• 3rd Quarter 2011
• 2nd Quarter 2011
• 1st Quarter 2011

Life Insurance Newsletters 

Advisor Alert Bulletin:

• End of the Year Tax Planning Tips for Your Individual Clients - December 2011
• Tax Planning: Don't Forget about the IRA "Charitable Rollover" - October 2011
• Health Care Tax Increases - June 2011
• Due Care Bulletin: Financial Strength of Life/Annuity and Insurance Industry - April 2011
• COLI Annual Filing Requirements - March 2011
• More Estate & Gift Tax Provisions - January 2011

Many of the articles and forms require Adobe Acrobat Reader to view.

Get Adobe Acrobat Reader