Judy Diamond Associates Blog 7 Data Points You Need to Use When Prospecting the Group Insurance Market - A Primer

My favorite part of the Form 5500 is the Schedule A. Here's where we find the meat of health and welfare plans, the insurance contract disclosure and any brokers that sold the policy. Retirement plans will fill out this Schedule ... Continue reading →The post 7 Data Points You Need to Use When Prospecting the Group Insurance Market - A Primer appeared first on Judy Diamond Associates, Inc..