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The Difference Card
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Guide
Friday, October 16, 2026
Foundation Source
Unlock New Growth Opportunities: Integrate Philanthropy into Your Financial Planning Practice
Discover How Charitable Planning Can Elevate Client Engagement, Strengthen Family Legacies, and Expand Your Advisory Impact
Guide
Friday, October 16, 2026
Foundation Source
Donor-Advised Funds vs. Private Foundations: Which Is Right for Your Clients?
Download Foundation Source’s complimentary checklist featuring 13 critical questions to help financial planners evaluate charitable giving strategies and guide more informed client conversations.
Guide
Friday, September 4, 2026
CONGA CONTRACT MANAGEMENT
Master the Million Document Moment: Navigate Document Complexity & Compliance at Scale
A must-have guide for financial professionals tackling high-volume, regulated document workflows
Guide
Wednesday, July 8, 2026
The Difference Card
The Future of Employee Benefits: Strategies Every Broker Should Know
Healthcare costs, employee expectations, and new technologies are reshaping benefits. Discover the trends and strategies that can help benefits brokers deliver greater value and strengthen client relationships.
Guide
Wednesday, June 10, 2026
The Difference Card
Insurance Trends 2026: A Broker's Guide to Strategic Advantage
AI, rising healthcare costs, changing employee expectations, and increased competition are reshaping the benefits landscape. Discover the key trends brokers need to know to stay competitive and deliver greater client value in 2026.
Guide
Wednesday, May 6, 2026
The Difference Card
What Millennial and Gen Z Employees Really Want from Their Benefits
Millennials and Gen Z employees expect more from their benefits. Learn what younger workers value most and how brokers can help employers improve retention, engagement, and workforce satisfaction.
Guide
Tuesday, March 31, 2026
The Difference Card
How Smart Brokers Are Reducing Healthcare Costs Without Cutting Benefits
Struggling with rising healthcare costs? This guide shows how brokers use MERP strategies like deductible buy-downs and copay wraps to reduce spend, improve benefits, and win more business.
Guide
Wednesday, October 15, 2025
The Difference Card
Discover How MERPs Are Reshaping the Future of Health Benefits
Learn how Medical Expense Reimbursement Plans (MERPs) can cut costs and enhance employee health benefits. Discover how The Difference Card helps employers save money while improving employee satisfaction and wellness.
Guide
Tuesday, March 18, 2025
The Difference Card
A Guide to MERP Options and Their Tax Benefits and Advantages
Employers can enjoy significant tax advantages when they use a MERP to reduce healthcare benefits costs. Check out this Guide to learn more!
Guide
Monday, February 10, 2025
The Difference Card
