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Have you opened any new locations in state or out-of-state?
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Where?
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Does common control come into play this year?
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Parent-subsidiary Controlled Group
A parent-subsidiary controlled group exists when one or more chains of organizations are connected through ownership of a controlling interest with a common parent organization if:
A controlling interest in each of the organizations (except the common parent) is owned by one or more of the other organizations in the group; and
The common parent organization owns a controlling interest in at least one of the other organizations.
Brother-sister Controlled Group
A brother-sister controlled group exists when five or fewer individuals, estates or trusts own a controlling interest (80 percent or more) in each organization and have effective control. “Effective Control” generally means 50 percent of the organization’s stocks and profits, but only to the extent that the ownership is identical with respect to each organization.
Combined Controlled Group
A combined control group exists if three or more organizations are structured in the following way:
Each organization is either a member of a parent-subsidiary or brother-sister controlled group; and
At least one organization is the common parent organization of a parent-subsidiary controlled group and is also a member of a brother-sister controlled group.
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Common Control Companies
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Interested in offering more than 1 medical plan?
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Can offer 2 or 3 plans depending on the size of group.
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What types of plans would you like to see along side w/ your current plan
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HMO
PPO
HAS
Interested in any ancillary coverages?
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Group Dental
Group Vison
Short Term Disability
Long Term Disability
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Happy with your current plan?
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What type of alternatives are you interested in?
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Deductible options
Co-insurance options
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Plan type options – H.S.A.?
Anything to lower monthly premium
Would you like more information on:
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Medicare Insurance
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Group & Voluntary Benefits
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Personal Health Insurance
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What other information interests you?
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