BerniePortal Broker Blog

Stay up to date on emerging industry trends to stay ahead of competition, grow your BOR, and increase agency valuation.

    Understanding SECURE 2.0 Changes for 2025
    Picture of Callie Horner Callie Horner | January 17, 2025

    The SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement Act 2.0) passed in December 2022, builds upon the original SECURE Act of...

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    Addressing the Complete Benefits Lifecycle with an All-In-One Solution
    Picture of Alex Tolbert Alex Tolbert | January 13, 2025

    What Is the Benefits Lifecycle? The Benefits Lifecycle consists of everything an employee encounters related to their benefits. It starts when...

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    Helping Your Clients Prepare for 1095-C Filing and Distribution in 2025
    Picture of Germeen Tanas Germeen Tanas | January 8, 2025

    As the 2025 deadline for filing and distributing 1095-C forms approaches, benefits brokers play a pivotal role in guiding their clients—Applicable...

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    API Integration
    Picture of Callie Horner Callie Horner | December 19, 2024

    In today’s fast-paced digital world, businesses rely on multiple software systems to handle everything from payroll to customer relationships. The...

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    How the IRA Impacts Employer-Sponsored Health Plans
    Picture of Germeen Tanas Germeen Tanas | December 10, 2024

    The Inflation Reduction Act (IRA) has made headlines for lowering prescription drug prices and introducing new Medicare benefits. But, for employers...

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    What Happens If an Insurance Bill Is Inaccurate?
    Picture of Germeen Tanas Germeen Tanas | November 8, 2024

    Inaccurate insurance bills are more common than you might think, and they can lead to significant headaches if they aren’t managed properly. So, what...

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    Health Care Costs Due to Rise in 2025
    Picture of Katie Shpak Katie Shpak | October 23, 2024

    As we approach 2025, the healthcare landscape continues to evolve, presenting both challenges and opportunities for benefits brokers. With projected...

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    The Risks of AI Health Advice: What Benefits Brokers Need to Know
    Picture of Germeen Tanas Germeen Tanas | October 3, 2024

    Despite the convenience and benefits of using Artificial Intelligence (AI) for health advice, there are significant risks that health information...

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    Preparing for an Aging Workforce: The Shift in Retirement Age and Benefits
    Picture of Katie Shpak Katie Shpak | September 24, 2024

    The Shift in Retirement Expectations The concept of retirement is changing dramatically. Traditionally, age 65 was seen as the benchmark for...

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