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Healthcare Reform Update from the NAHU Capitol Conference in Washington, D.C.

February 24, 2017

Last week, I attended the National Association of Health Underwriters (NAHU) Capitol Conference in Washington, D.C. In addition to listening to speakers who shared their views on healthcare reform, I attended three meetings with California…

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Qualified Small Employer HRAs Face Steep Compliance Path

February 11, 2017

This article was originally published on E is for ERISA and was co-authored with Christine P. Roberts of Mullen & Henzell LLP. Click here for the original post. Passed in December 2016, the 21st Century Cures…

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An Open Letter to My Clients – Representing Your Concerns in Washington, D.C.

January 24, 2017

Dear Valued Clients: I am excited to share that I will be attending the annual legislative conference for my professional association, the National Association of Health Underwriters (NAHU), from February 13-15 in Washington, D.C. Representing…

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5 New Year’s Resolutions for a Growing Agency

December 15, 2016December 20, 2016

The success of a business plan depends largely on attitudes and habits, says adviser Amy Evans. Read the full article on Employee Benefit Adviser.

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An Open Letter to My Clients About the Election Results & the ACA

November 11, 2016November 15, 2016

Dear Valued Clients: President-Elect Trump has made it very clear that he intends to repeal and replace the Affordable Care Act (“Obamacare”) when he takes office in ten weeks. While this won’t happen immediately, and…

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4 Tips for Brokers When Responding to RFPs

November 4, 2016November 15, 2016

Research and preparation are paramount to winning new business, says adviser Amy Evans, who found herself on the inside of the process. Read the full article on Employee Benefit Adviser.

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6 Ways Brokers Can Increase Productivity

September 26, 2016October 4, 2016

Technology such as automatic notifications can be wonderful, but it can also send us more data than our brains can process, says adviser Amy Evans. Read the full article on Employee Benefit Adviser.

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5 Things to Know About Pediatric Dental Benefits

August 25, 2016September 18, 2016

Highlighted by the ACA, adviser Amy Evans recommends learning carrier-specific details to use coverage effectively. Read the full article on Employee Benefit Adviser.

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5 Things that Helped a Rookie Agency Owner Succeed in Year One

July 13, 2016August 28, 2016

Key decisions, such as starting with a business plan, had ‘a huge and positive impact’ on adviser Amy Evans’ growing brokerage. Read the full article on Employee Benefit Adviser.

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