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White Paper
Monday, February 9, 2026
The Difference Card
What the One Big Beautiful Bill Act Means for HSA and FSA Strategy in 2026
The OBBBA reshapes HSA and FSA benefits for 2026. Learn what brokers need to know about telehealth eligibility, DPC integration, expanded plan compatibility, and the new $7,500 dependent care FSA limit.
Guide
Wednesday, October 15, 2025
The Difference Card
Discover How MERPs Are Reshaping the Future of Health Benefits
Learn how Medical Expense Reimbursement Plans (MERPs) can cut costs and enhance employee health benefits. Discover how The Difference Card helps employers save money while improving employee satisfaction and wellness.
White Paper
Wednesday, August 27, 2025
Axos Advisor Services
Advisory Fees in 2025: Are You Aligned With Your Clients?
In today’s fast-changing advisory landscape, your fee structure isn’t just how you get paid; it’s how clients judge your transparency, trustworthiness, and value. Robo-advisors, new pricing models, and generational shifts are reshaping expectations. Are your fees keeping pace, or quietly pushing clients away?
White Paper
Friday, June 27, 2025
The Difference Card
Help Clients Reduce Healthcare Costs Without Sacrificing Benefits
Learn how brokers are helping employer groups contain healthcare costs with tools like HSAs, HRAs, and custom plan designs. This white paper covers strategies that preserve benefits, manage risk, and deliver lasting value.
Manual
Thursday, June 5, 2025
Axos Advisor Services
2025 Elite Marketing Playbook: Download Your Marketing Blueprint for RIAs
Based on data from leading RIA firms, this guide outlines exactly how to level up your marketing—without overspending or wasting time.
Guide
Tuesday, March 18, 2025
The Difference Card
A Guide to MERP Options and Their Tax Benefits and Advantages
Employers can enjoy significant tax advantages when they use a MERP to reduce healthcare benefits costs. Check out this Guide to learn more!
Guide
Tuesday, February 11, 2025
Axos Advisor Services
Banking Solutions Made Easy
Six reasons all advisors should add integrated banking solutions to their practice.
Guide
Monday, February 10, 2025
The Difference Card
MERPs vs. Traditional Health Insurance Plans
When exploring health insurance options for employees, businesses often default to traditional group plans, but alternatives like Medical Expense Reimbursement Plans (MERPs) offer unique benefits. Download the guide to learn more.
Guide
Wednesday, January 29, 2025
Axos Advisor Services
Nine Proven Marketing Strategies Used by Top Advisors
Use these simple, field-tested, and cost-effective marketing tips to grow your client base fast!
Guide
Thursday, March 14, 2024
Axos Advisor Services
Become a More Holistic Advisor
How to enhance client services and grow your business by adding integrated cash management solutions to serve both sides of the balance sheet.
White Paper
Thursday, October 19, 2023
Axos Advisor Services