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Group & Employee Benefits · Resources

Good information.
Better conversations.

A curated starting point of free resources from public agencies and other identified sources. Read each item on the original publisher’s website.

Group & Employee Benefits resources

HSA / HRA / FSA

Understand tax-favored health accounts

Publication 969 explains how these accounts differ. Check the publication’s tax year before applying limits.

Internal Revenue Service · Free external resource

Dental / vision / life · Carrier perspective

A whole-person approach to employee benefits

An insurer’s perspective on integrating medical and specialty benefits, including dental, vision and financial protection. Product availability varies.

UnitedHealthcare · Free external resource · PDF

Selected September 11, 2026. These links are educational resources, not personalized advice. Publishers may update their content. Carrier materials represent the carrier’s perspective and do not establish an appointment or endorsement.

Looking for the other resource collection?

Medicare & LTC resources