We offer a range of group insurance, employee benefits and financial services that enable business owners to effectively manage their resources. From meeting the challenges of offering competitive benefits to strategizing for future changes in the industry, we provide useful tools and expert guidance for business planning.
Today's business owners and top executives have sophisticated and complex group insurance needs. Many of our clients turn to us for help in increasing and conserving their business and personal assets. Our highly trained employee benefits and financial services specialists can review your current financial position, and, with your important input, design plans that meet both immediate and long-term goals.
And, as an independent insurance agency, we have access to a complete array of companies that offer life, health, disability and dental insurance along with annuity and long-term care programs that will best suit your needs.
Group Insurance Benefits
- Health & Major Medical
- Dental
- Vision
- DR (Direct Re-imbursement) Dental & Vision
- Life
- Disability
- Long-Term Care
- Section 125 Cafeteria Plans
- HSA - Health Savings Accounts
- FSA - Flexible Spending Accounts
- HRA - Healthcare Reimbursement Arrangements
- MERP - Medical Expense Reimbursement Plan
- ASO - Administrative Service Organization
- Voluntary Supplemental Insurance
- COBRA Compliance
- Employee Pension and 401k Plans
- Buy/Sell Funding Agreements
- Key Executive Plans
- On-line Enrollment & Employee Benefit Management Systems
