The compliance calendar every EB practice should be running (but most aren’t)
FAIS, FICA, Section 14, CPD and accreditations each run on their own clock. Here’s how to stop chasing them the week before an audit
August 18, 2026
— The EBlink Journal —
Notes from the practice floor.
Practical writing on running an employee-benefits book — renewals, compliance, and the systems that keep a practice ahead.
Why renewal season shouldn’t feel like a fire drill
A 90-day forward view turns a scramble into a routine. Here’s the cadence that keeps every policy on the books.
August 14, 2026
What your book of business is really worth
Recurring premium and commission tell a story most consultants never see clearly. Learn to read it.
August 9, 2026
Section 37C distributions: a step-by-step timeline
Death benefit distributions carry real deadlines and real accountability. A clear process protects everyone.
August 2, 2026
From spreadsheet to system in an afternoon
Migrating a benefits book sounds daunting. It isn’t. Here’s exactly how a CSV import gets you live fast.
July 28, 2026
Principals see all, consultants see their own: why roles matter
Role-based access isn’t just security — it’s how a growing practice keeps revenue data where it belongs.
July 21, 2026
— Stay ahead —
The renewal & compliance brief, monthly.
Short, practical notes for people running an employee-benefits book. No noise.