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Products

Corporate Objective Review

• Establish Corporate Objectives
• Review Quantitative Data
• Develop Comprehensive Strategies
• Implement Action Plan(s)

Group Insurance

• Traditional Medical and Dental Programs
• Life and Disability Programs
• Vision Plans
• Employee Assistance Programs
• Long Term Care
• Travel Accident
• Flexible Benefits
• Voluntary Benefits
• Retirement Plans
• 401(k)/403(b)

Financial Services

• Registered Investment Advisory Services
• Buy-sell Funding
• 529 Educational Savings
• Deferred Compensation
• Profit Sharing
• Disability Overhead Expense
• Key Person
• Defined Benefit
• Annuity

Reporting

• Claim Reporting and Analysis
• Customized Presentation specific to Client's needs

Funding Techniques

• Conventionally Funded, Fully Insured Plans
• Alternately Funded Contracts
• Administrative Services Only (ASO) Contracts
• In-depth Analysis of Options coinciding with Renewal and/or Marketing

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Services

Employer Administrative Services

• COBRA, ERISA, HIPPA, FMLA, ADA
• Section 125
• Flexible Spending Accounts
• Health Savings Accounts
• Health Reimbursement Accounts
• Employee Leasing
• Professional Employer Organization
• Policies and Procedures

Communication Services

• Employee Enrollment Meetings
• Focus Groups
• Surveys
• Educational Seminars

Administrative Services

• Claims Resolution
• Billing Practices
• Staff Training

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