Comprehensive Benefits of America, LLC

11/29/2024

"So many people treat their last wishes like a state secret and don’t want anyone to know how much wealth they have or where they intend it to go. This often creates conflict, especially if there’s anything unexpected in their plan...
...think about these questions before it's too late."

If you think he’s smart about money, wait until you hear what he has to say about wills

07/18/2024

If done properly, a Trust could protect your estate from unneeded costs and challenges, while giving you more control over how your assets are distributed after your death. Read on to see if a trust is right for you.

If you are at a stage in your life when you're thinking about how you'd like your assets to be distributed after you pass, you might want to consider establishing a trust instead of (or in addition...

06/30/2024

Disconnect between employers and employees on .
Sixty-five percent of millennials say they completely control their finances compared to 54% of Gen X and Y employees.

Sixty-five percent of millennials say they are completely in control of their finances compared to 54% of Gen X and Y employees.

06/20/2024

3 Reasons to Seriously Consider Using a to Pass Inheritance to Your Family

How a living trust can help secure your legacy seamlessly and quietly.

06/19/2024

1,200 employers and 2,000 employees revealed that 50% of workers say they could not afford more than $1,000 in out-of-pocket expenses for an unexpected medical event. Moreover, 27% would be unable to afford a $500 expense.

06/18/2024

The drama surrounding Aretha Franklin’s estate is a stark reminder of the necessity of clear planning. Families can be left in turmoil without a definitive and legally sound will, and the decedent’s wishes may not be honored as they intended.

Aretha Franklin, the legendary Queen of Soul, passed away on August 16, 2018 from pancreatic cancer at the age of 76 in Detroit, Michigan.  She left a...

06/09/2024

Too many people underestimate estate planning because it can be complicated and uncomfortable. Determining how your assets are distributed during and after your lifetime is still important to maximize your family's financial well-being. A is a powerful tool that is perfect for many people

Find out if a trust is the right tool for your estate planning goals.

05/30/2024

Only 73% of civilian workers have access to an employer-sponsored retirement plan, meaning more than 38 million working adults have been left entirely on their own to figure out how to prepare for retirement.

Employers need more frequent and continuous benefits education throughout the year, and not just during open enrollment.

05/14/2024

Championing in the workplace is not just about driving inclusivity but about recognizing and tapping into a potential talent pool that can bring remarkable skills to the table.

Advocating for neurodiversity can yield significant value and competitiveness within the benefits industry while promoting a more accepting and understanding society.

Benefits advisors play an essential role in cultivating workplaces that celebrate and support neurodiverse employees.

04/22/2024

More than 6.25 million pets across North America were insured this past year
Protect your savings with .

The sector's gross written premiums have been growing by 20%-30% annually since 2020.

04/21/2024

"People are recognizing that building wealth isn't enough – they want to protect what they've already created, too," Mitchell said. "This year, more Americans say they want to play better defense so the unexpected surprises that arise aren't so disruptive to their financial lives."

= The mission https://cbaplan.com/

Younger generations are adding a side hustle or second job at a heightened rate and more than half of adults expect inflation to increase this year, according to a new Northwestern Mutual study.

04/17/2024

A is important to just about everyone, but especially so in households.

A legacy is important to just about everyone, but especially so in Hispanic households. Learn how estate planning is critical for Hispanic and Latino Americans.

04/09/2024

The first step is to build your financial legacy, then protect it, and finally, preserve it. To ensure a productive and secure employee, employers must be proactive in helping them with all three legacy steps.

Employers spend a lot of money and time offering robust benefits packages, but it's not enough to simply offer a retirement benefit — they must understand what will work best for employees, recommends GoBankingRates.

04/05/2024

Employees want , but what are they really asking for?

While most employees would stay put if their employer provided financial advice, employers need to segment their employees to address particular needs: Who wants a live webinar? Who wants personalized in-person advice? Who needs an estate plan? ( Hint - 60% of employees need one)

80% of employees surveyed would stick with an employer providing financial wellness benefits. A 2021 study found that only 24% of employers are meeting this need. Employers can provide this benefit, which can make a positive impact in plenty of areas.
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While most employees would stay put if an employer provided financial advice, employers need to segment their employees to address particular needs: Who wants a live webinar? Who wants personalized in-person advice?

03/27/2024

73% of workers would jump ship for better family

Widespread dissatisfaction: 62% of employees do not view their employer as family-friendly, with 43% rating their benefits "C" or lower.

Nearly three quarters of employees would leave their jobs for better family benefits.

03/25/2024

Unleashing benefits: A strategic move for corporate teams today

Whether it's dogs, cats, or other companion animals, ensuring a broad spectrum of pet-friendly options is critical to maximizing the impact of these benefits.

01/02/2024

Nearly 95% of people 65 or older suffer from at least one chronic condition, according to the National Council on Aging. Conditions and treatment take a bite out of retirement savings as costs continue to rise.

“It is incredibly hard for people to wrap their heads around what could happen to their health 10, 20 or more years into retirement,” said Jean Statler, CEO of Alliance for Lifetime Income.

More than one-third of millennials, who’ve benefitted from auto-enrollment and auto-escalation, believe they won’t get a dime of Social Security when they retire, so they’re taking matters into their own hands.

12/12/2023

Report finds many millennial frontline workers living paycheck to paycheck
(45%) said they have an average of less than $100 in their checking and savings accounts combined.

Findings suggest support for why employees want to be paid on a weekly — or even daily — basis.