Briefing Center
Curated briefings, executive kits, and enrollment resources designed to help employers, brokers, and clinicians make informed decisions about disability insurance and long-term care programs.
Executive Briefings
Forwardable Executive Briefings
Premium pitch kits designed to be shared directly with decision-makers.
LTC Mandate Landscape: What Every CFO Needs to Know in 2026
A strategic overview of state LTC payroll tax exposure, cost projections, and benefit alternatives for C-suite decision-makers.
View BriefingMulti-State LTC Mandate Exposure -- What Your Organization Needs to Know
How to assess and manage LTC mandate risk across multiple states -- and why acting now reduces total cost.
View BriefingThe Hidden Cost of Employee Caregiving
What unpaid caregiving is costing your organization in productivity, absenteeism, and retention -- and how group LTC access reduces it.
View BriefingLTC as an Executive Benefits Package Component
How C-suite and senior leadership teams can use group LTC to create tax-advantaged executive compensation with employer deductibility.
View BriefingCalifornia LTC Mandate -- Act Now Before the Exemption Window Closes
What California employers need to know about the coming LTC payroll tax -- and why the time to act is before the exemption window opens.
View BriefingThe Aging Workforce and Your Benefits Strategy
A 2-minute briefing on the demographic shifts driving LTC benefit demand -- and what leading employers are doing about it.
View BriefingLTC as a Retention Benefit -- The Competitive Advantage Employers Are Missing
Why group LTC access is becoming the differentiating benefit in competitive talent markets -- and how to get there first.
View BriefingStates Watching Washington -- The Coming Wave of LTC Mandates
Why WA Cares Fund is the beginning, not the exception -- and what employers should expect from state LTC legislation over the next 3 years.
View BriefingGroup Disability Insurance for Your Physician Workforce
A 2-minute overview on how group DI access transforms physician recruitment and retention for MSOs and locum tenens companies.
View BriefingThe State LTC Mandate & Tax Exemption Strategy
A 2-minute overview on mitigating state payroll tax liabilities for your executive team.
View BriefingLibrary
Featured Insights
Videos, case studies, legislation updates, and tools to keep your team informed.
Broker Strategy Guide: Positioning Private LTC as a State Mandate Alternative
How brokers can use state LTC mandate momentum to open group LTC conversations with employer clients — including talking tracks and objection handling.
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HR Director Playbook: Managing WA Cares Enrollment & Exemptions
Step-by-step guidance for HR teams navigating WA Cares enrollment windows, employee communications, and private LTC alternatives.
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Group DI for Your 1099 Physician Clients
How to introduce group disability insurance to employer clients with 1099 physician relationships -- and why the CCA model is your entry point.
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Washington State LTC Mandate -- HR Action Plan
What HR teams need to do now to protect Washington employees from the WA Cares Fund payroll tax.
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LTC Mandate Employer Pitch Kit -- How to Open the Conversation
A step-by-step guide to opening the LTC mandate conversation with CFOs and HR Directors -- and closing it with a group plan.
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How to Implement a Qualifying LTC Plan for State Mandate Compliance
A practical implementation guide for HR teams navigating state LTC mandate compliance -- from plan selection to employee enrollment.
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LTC Claims Explained -- What Employees Need to Know Before They Need Care
A plain-language guide to LTC benefit triggers, claim filing, and what the care journey looks like -- for HR teams communicating LTC to employees.
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The Sandwich Generation and Your Benefits Strategy
How to support employees managing dual caregiving responsibilities -- and reduce the productivity and retention costs they create.
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The CCA Explained -- How Your Physicians Access Group Disability Insurance
An enrollment and administration guide for HR teams at MSOs and locum tenens companies.
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Group LTC vs Individual LTC -- Why Group Access Changes the Economics
Why group LTC access changes the conversation with employer clients -- and the competitive landscape for brokers.
Read MoreReady to design your enrollment strategy?
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