Employee Solutions
Our suite of group and voluntary products with all the regions top carriers helps you offer your eligible employees and their families added financial security. But we won’t stop there. We make it our personal mission to connect with each individual and help address financial needs beyond what is being offered at the workplace.
- Group Health Insurance: Traditional, Level Funded, Self-Funded
- Group Term Life
- Group Disability
- Individually Owned Voluntary Life Insurance
- Individually Owned Long-Term Care Insurance
- Retirement Strategies
Personal Solutions
Knowing that your family is financially protected provides one of the most significant forms of peace of mind that can be had. We are trained to assess personal needs and objectives. A simple evaluation can help you make sure you have enough protection and can meet your financial goals.
- Personal Life Insurance
- Personal Long-Term Care Insurance
- Retirement Strategies
- Educational Funding
- Educational Workshops
- Medicare and ACA Health Insurance
Executive Benefits Solutions
Successful businesses have successful executives or key employees; therefore, owners need to be aware of techniques for attracting, retaining, and rewarding key staff. We can help you implement customized strategies to accomplish these goals.
- Executive Compensation
- Executive Bonus
- Deferred Compensation
- Long-Term Care Carve-Out
Business Solutions
We will work with you, your accountant, and/or your attorney to understand your unique needs and to find the best solutions for you and your business. When needed we will rely on our own experienced team of advanced planning professionals who have backgrounds in legal and tax areas to help ensure that your solutions are complete and sound.
- Funding for buy/sell agreements
- Key Employee Protection
- Funding for Qualified Retirement Planning
- Disability Income/Buyout Planning
- Strategies for Business Succession