Taking care of you and your team

We’re ready to help you define, build, and operate insurance solutions that do big things for your business.

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Two women smiling while working together on a laptop in a bright, modern office.
Smiling man and woman collaborating while looking at a tablet in a modern office setting.
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Get in contact with us

Better insurance solutions are closer than you think. Get in touch to learn how we can create new value for your business.

Ryan Mitchell
Ryan Mitchell

Global Accident & Health Leader and Reinsurance Deputy Partner

Jay Tunstall
Jay Tunstall

Non-Executive Director

adam
Adam May

Global CRM & Automation Systems Manager

Our leadership team

Wisterm is a company of strength, depth and ultra-high performance. We credit our success to our unwavering client service, powerful relationships, and to the diverse backgrounds, experience and character of our people. Learn about the executive team that helps support our business growth.

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DOL Guidance Clarifies Gag Clause Prohibition Attestation

The Department of Labor’s new guidance on the Gag Clause Prohibition clarifies that no agreements can restrict plan sponsors or their business associates from accessing critical health claims data, ensuring greater transparency and compliance.

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§831(b) Captive Premium Limit Increases to $2.85m

The IRS has raised the 831(b) premium limit to $2.85 million for 2025 while introducing new compliance regulations that impose stricter scrutiny on micro-captive transactions.

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Creditable Coverage Disclosure to CMS for Calendar Year Plans due March 1, 2025

Group health plan sponsors offering prescription drug coverage must submit their annual creditable coverage disclosure to CMS by March 1, 2025, for calendar year plans to ensure compliance and avoid penalties.

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Connelly v. United States: A Landmark Case on Estate Tax Valuation

The Connelly v. United States decision redefines estate tax valuation by confirming that life insurance proceeds used for corporate share redemption must be included in a business’s taxable estate.

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Using Voluntary Benefits to Boost Employee Retention

The pandemic and Great Resignation have forced employers to get more serious…

Start your journey with us

We help you remove the burden of business risk and employee benefits planning, and harness its strategic potential. Make the best decisions for your business and get in touch today.