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AI Disintermediation in Insurance: How Brokers Can Stay Relevant in 2026 and Beyond The threat is real, but it is not evenly distributed. AI-powered direct chan
Stop-Loss Insurance for Self-Funded Health Plans: Specific vs. Aggregate Coverage Explained Stop-loss insurance is the financial protection that makes self-fund
Workers' Comp Premium Audit: What Brokers Must Know to Protect Clients from Surprise Bills Nearly every workers' compensation policy is auditable — the premium
Employer Childcare Tax Credit Under OBBBA: What CPAs and Insurance Brokers Need to Know The One Big Beautiful Bill Act OBBBA significantly expanded the IRC §45F
CPA–Insurance Broker Referral Fee Sharing: What's Legal, What's Not, and Compliant Alternatives CPAs and insurance brokers refer clients to each other constantl
How to Structure a Benefits Broker RFP Response That Wins the Account Benefits broker RFP responses are not marketing documents. The employer issuing the reques
How to Qualify a New Commercial Insurance Prospect: The Discovery Question Framework The quality of your discovery conversation determines whether you win an ac
How to Handle an IRS Levy or Wage Garnishment for a Client An IRS levy is the legal seizure of a taxpayer's property or rights to property to satisfy a tax debt
How to Get Licensed to Sell Insurance Across State Lines: Non-Resident Licensing Requirements Placing coverage across state lines without the correct non-reside
How the IRS DIF Score Works: What CPAs Need to Know About Return Selection The IRS does not audit randomly. Every Form 1040, 1120-S, and 1065 filed electronical