• Initial Meeting: We get to know each other and review your expectations, needs, goals, concerns, and knowledge level regarding employee benefit plans.

• Plan Design: We review a variety of traditional vs non-traditional plans and narrow down the type that will serve you and your team best.

• Marketing: Once we have built your plan, we approach the market. An easy-to-understand market survey will be prepared if more than one carrier has provided a quote.

• Plan/Pricing Review: We will meet in person or over zoom to review the quote(s). Quotes will never just be emailed for you to decipher on your own.

• Implementation: Step by step guidance through the enrollment and onboarding process.

• Ongoing Support: Administrative training, employee meetings, and connecting with relevant news are all part of our service commitment.

• Annual Renewal Review: Prior to your plan renewal we will review the previous year, the claims, your team’s experience with the carrier and then actively negotiate to ensure the best possible pricing. We will re-market your plan if necessary.

Personal

• Financial Planning

• Mortgage Insurance

• Estate Planning

• Critical Illness Insurance

Corporate

• Buy/Sell Partnership Insurance

• Key Person Insurance

• Corporate Estate Bonds

• Corporate Insured Retirement Programs

• Continuation plans for terminated employees

• Individual Health and Dental plans