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Sales and Marketing »

Nick Thornton
Employee purchase programs can drive financial wellness
Article posted by Nick Thornton
Can benefits brokers improve the household finances of financially strapped workers by making them more careful shoppers? YES.

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Practice Management »

Marlene Satter
10 big influencers on ACA repeal efforts
Article posted by Marlene Y. Satter
Despite repeated assurances from Republicans that their first order of business under a Trump administration would be the repeal of the Affordable Care Act, here it is halfway through February and there hasn’t been much progress on that front.

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Technology »

Danielle Andrus
Deadline approaching for New York Cybersecurity regulations
Article posted by Danielle Andrus
Gov. Andrew Cuomo of New York announced Thursday final regulations that require financial services institutions to establish and maintain strict cybersecurity standards and to report them to the state’s Department of Financial Services.

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Prospecting »

Marlene Satter
10 states with lowest well-being
Article posted by Marlene Y. Satter
Guess which state ranked the worst in Gallup-Healthways' survey of Americans' well-being?

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Social Media »

Bob Clark
Can you hear me now? The tech scam better explained
Article posted by Bob Clark
Better understanding on how telephone, and other, scams work.

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