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American Fidelity Blog

Customer Stories

The Key to Managing Costs is Education

Zane Woolstenhulme, a Business Administrator in Utah for over 30 years, improved district healthcare programs by bridging gaps in employee education.

Benefits Strategy

Increase Productivity by Focusing on Mental Health

Most employer benefits focus on physical health, but mental health is just as impactful for employees.

Benefits Strategy

Roth vs. Traditional IRA: Deciding where you want the tax benefit

When it comes to retirement planning, there are multiple ways for education professionals to save.

Reimbursement Accounts

Top 5 Reimbursement Claim Denial Reasons

Avoid common FSA reimbursement claim denials with these top tips. Learn how to submit complete documentation, check eligibility, and stay within your plan limits.

Reimbursement Accounts

What can employers do with unused FSA funds?

Healthcare Flexible Spending Accounts (or Healthcare FSAs) can be a great way to help your employees pay for covered medical expenses. But what happens if your employees don’t use all their funds b...

Supplemental Benefits

Are You Banking On Sick Days To Protect You Financially?

Learn why relying solely on sick days may not be enough to protect your income during unexpected medical leave. Explore how disability insurance can offer financial peace of mind.

Benefits Strategy

Start Your Year Strong: Benefits Checklist

As we set our sights towards the new year and new decade, now is a great time to look at your benefits and plan for a new year.

Supplemental Benefits

Is Disability Insurance Part of Your Family's Financial Plan?

With only 40% of employers in the United States offering paid parental leave, many women sign up for disability policies to help them financially while they recover from childbirth.

Customer Stories

Freda’s Story: An Unexpected Path

Freda purchased Disability Income Insurance as a precaution, never expecting to need it. Years later, she faced the unexpected and found support.

Benefits Strategy

Has Your 403(b) Plan Document Been Approved By The IRS?

Learn how using an IRS-approved 403(b) prototype plan can help your organization stay compliant, reduce administrative burden, and avoid costly penalties. Discover how AFPlanServ simplifies retirem...

Supplemental Benefits

Good Forms 101: The Disability Claim Form

Here are some tips and solutions for frequently asked questions we hear from employers and employees regarding the disability claim form.

General

How Long Should I Keep My Medical Bills?

Wondering how long to keep your medical bills and insurance documents? Learn best practices for organizing, storing, and securely disposing of healthcare paperwork to protect your finances and simp...

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