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Resource Library of PDFs and DownloadsDownload

Annuities

Download  New York State Annuity Guide

Download  Consumer’s Guide to Fixed Deferred Annuities

Auto Insurance

Download Auto Home Quote Request

Download  Why you may want to purchase a Rental Car Loss Damage Waiver

Bonds

Download  CNA Surety Educational piece explaining the bond universe.

Health Insurance

Download  An Employer’s Guide to Group Health Continuation Coverage Under COBRA

Download  An Employee’s Guide to Health Benefits Under Cobra

Download  Summary of New Health Reform Law

 

Download  Healthy New York Benefit Package

Download  Publication 502: Medical and Dental Expenses  For use in preparing Tax Returns

Homeowners Insurance

Download Home/Auto Quote Request

Download  Home Inventory Checklist

Medicare

Download Medicare and You 2024

Download Medigap/Medicare Compare

Download Medicare 2024

Download  Medicare Extra Help Rx Drugs

Download  Medicare Parts A&B Premiums and Deductibles

 

Life Insurance

Download  Non-Med Life Insurance App

Download  Guide to Executive Bonus Plans

    New York State Dbl and Paid Family Leave

    Download  Employer Handbook New York State Guidebook Publication

    Download  PaidFamilyLeave NYS 2022

    Download

     

    Paid Family Leave EMPLOYEE Fact Sheet

     

    Download

     

    Paid Family Leave EMPLOYER Fact Sheet

     

    Rx Discount Drug Card (Free, Printable, Take to your Pharmacy)

    Download Rx Discount Drug Card (PRINTABLE) “New”

     

    Taxes

    Download  2022 Tax Reference Guide

    Download  2022 Retirement Guide

     

    Download  Publication 502: Medical and Dental Expenses  – For use in preparing Tax Returns

    Workers Compensation

    Download  Employer Handbook –  New York State; Guidebook in understanding mandated employer programs.

    Download  NYSCompComplianceBrochure