In 2026, compliance expertise has become one of the most powerful differentiators for benefit brokers. As regulations continue to shift, 58% of brokers report rising demand for compliance guidance, particularly when executive-level benefits are involved.1
At the same time, there's pressure to meet executive benefit expectations without over-enriching primary plans or introducing unnecessary risk. Executive medical reimbursement plans can help bridge that gap—but only when they're structured and evaluated correctly.
This checklist is a practical guide designed to help brokers meet these expectations while confidently navigating today's healthcare regulatory landscape.
You'll explore:
- Key regulatory updates impacting executive benefits
- Discrimination vs. non-discrimination considerations
- Tax-efficient benefit strategies*
- Excepted benefits and similar supplemental plans
- Safe Harbor guidelines
- And more
Download the checklist for insights on how to turn compliance complexity into a competitive advantage your clients rely on.
*This is not local, state or federal tax advice as each person and each company is unique. It is recommended that you seek the independent counsel of a professional tax adviser.
