Episodios

  • Talking to Clients About Payroll
    Feb 18 2025

    Generally brokers are not payroll experts, nor want to be. But the truth is, payroll and benefits are very connected. Confidence when talking to your clients about payroll helps you prove to be an even stronger trusted advisor. Tune in to learn more about the main connections between benefits and payroll.


    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email

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    7 m
  • Brush Up On Your COBRA Knowledge
    Feb 10 2025

    Tune into this week's episode of Brokers' Corner to ensure you're staying up-to-date on important COBRA information. Your groups will follow your lead on any recommendations relating to benefits, so make sure you're being diligent on the latest updates!

    Our COBRA Administrator: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email

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    7 m
  • What Brokers Need to Know About 1095s
    Jan 27 2025

    It's 1095 season! Which means this is an important time to ensure your groups are staying compliant. Whether it's a group under 50, a group over 50, or regulation changes, we've got you covered with all the information brokers need to be aware of for 1094s and 1095s.

    Learn how BerniePortal can help with 1095 forms: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email

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    20 m
  • Regulation Changes to Keep in Mind in 2025
    Jan 21 2025

    In the world of employee benefits, staying compliant with ever-changing regulations is a constant challenge for brokers, who must keep up with updates at both federal and state levels to ensure their employer clients are adhering to the latest rules. Tune into this week's episode to learn more about these changes for 2025.


    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email

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    7 m
  • How to Tackle the Complete Benefits Lifecycle
    Jan 13 2025

    When it comes to managing employee benefits, employers have a lot on their plates. From recruiting top talent to ensuring compliance, it can be overwhelming to keep track of all the necessary steps. The Benefits Lifecycle includes every step benefits brokers are involved in— from candidate to COBRA.

    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email

    Follow us: https://www.linkedin.com/company/bernieportal/

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    37 m
  • Start Off 2025 With These Q1 Strategies
    Jan 6 2025

    Welcome to Q1! In this episode of Brokers' Corner, Mary breaks down the top priorities every benefits broker needs to tackle for a successful year. From critical compliance deadlines and tax season prep to industry trends, and client engagement we cover it all. Tune in for your guide to owning Q1 and setting the tone for a productive 2024.

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email


    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

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    6 m
  • New Year's Resolutions Brokers Should Consider
    Dec 30 2024

    In the final Brokers' Corner episode of the year, Mary shares seven New Year's resolutions for brokers to embrace in 2025. Tune in for actionable strategies designed to drive business growth, strengthen client relationships, and set the stage for a successful year ahead.

    Attend our annual conference in Nashville to network with industry professionals and a keynote speech from The Office's, Andy Buckley!

    Tickets here: https://www.eventbrite.com/e/weekdays-with-bernie-2025-tickets-1001480514177?aff=oddtdtcreator&utm_campaign=Weekdays%20with%20Bernie%202025&utm_medium=email&_hsenc=p2ANqtz--qdl_Rt6EmUy52xRQ11GMavULY60JEPGCG04rhkdZpvaPXxLD5xZZfo0Ze4updOS-CFVeZewIF13BT-ATw6K5oVwU_M2CKTxVu447UEDm_rmkk9_U&_hsmi=321612823&utm_content=321475159&utm_source=hs_email


    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

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    9 m
  • How to Take Advantage of ICHRA's Growing Popularity
    Dec 16 2024

    Since its introduction in 2020, ICHRA adoption has increased 29% from 2023 to 2024. ICHRA offers employers a cost-effective, flexible alternative to traditional group health plans, allowing employees to choose their own coverage from the individual marketplace. The episode delves into why ICHRA is especially appealing to both small businesses and large employers, with insights on industry trends, average employer contributions, and other takeaways for brokers.

    Book a BerniePortal Demo: https://www.bernieportal.com/get-a-demo/

    Follow us: https://www.linkedin.com/company/bernieportal/

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    4 m
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