Resources
For our Financial Advisory Clients:
SEI Clients Log In to access portfolio
Folio Clients Log In to access Portfolio
For our Employee Benefits Clients:
Guide to COBRA – 20+ Employees
Guide to MiniCOBRA – <20 Employees
MA Insurance Partnership – Premium Assistants for Employers and Employees
Coalition for Afforable Healthcare
Mass Dept of Labor and Workforce Development
Centers for Medicare and Medicaid
Human Resource Executive Online®
Dept of Treasury, Health Savings Accounts (HSA)
Agency for Healthcare Research and Quality