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The article below is an interview I had with Employee Benefits Advisor Credit to the original editor Nick Otto Tripp Amos NASHVILLE – Employers are taking a hard look at voluntary benefits billing — and advisers can help ease the burden. Consultants can assist clients in shifting...

I will be speaking as well as representing Piedmont at the Worksite Renaissance Conference the February. I will be covering some topics including but not limited to: VB billing issues Pre-tax liabilities Product Plan Design Click here to find out more!

On October 16th, the first domino fell. The first state government (the Commonwealth of Kentucky) communicated their decision to discontinue all payroll deductions of voluntary benefits, starting in 2019. In short, this is a watershed event in accelerating the death of...

IRS rulings about the taxability of voluntary benefits paid for with pre-tax dollars through a Section 125 plan have always been an issue. But today, the move away from pre-taxing of VB is stronger than ever, led by the large broker houses, consultants, and the good old IRS. Read...

 

Whether you want to learn a little more yourself or you’d like to share it with a decision maker, this video will help you open more groups on our direct deposit platform. We founded Piedmont on our Split Direct Deposit Platform, but even today, agents & brokers...

EFFECTIVE MAY 1, 2016 Piedmont has revised our TERMS AND CONDITIONS.  The modifications were made to clarify several items including, but not limited to, how Piedmont will communicate with our customers, the conditions under which Piedmont will retry failed transactions...

(If you have a hard time seeing the video, just click the YouTube logo in the bottom right corner of the viewing pane & watch it on our YouTube channel.) Our new Upload Process is up & running! As you know, after submitting your group set-up form to your carrier, you have...

From my first day on the job, the Split Direct Deposit Method (DDP) has been my preferred method of collecting premiums. In fact, I even prefer it to traditional payroll deduction! It’s the method we used when we started the company, and it simply makes good sense. Have you...

If you’ve been in sales more than a couple of weeks, you’ve likely been given a handout with a list of “most common objections” and answers to all of them. You’ve probably even been told that 80% of yes answers come after the first no. Therefore,...