Employee Benefits
___________________________________________________________________________________
Broker Services

·
Collect
and submit
accurate census data for rating purposes.
·
Compile carrier
quotes and benefits in a simple comparative format.
·
Provide
plan analysis and tailoring to match customer needs.
·
Propose
unique and exclusive products and services.
·
Design
and execute all aspects of your employee benefit enrollment.
·
Provide Executive and Key
Employee Benefits – We facilitate
the professional design, implementation, and service of key employee policies
and products, such as split dollar life insurance, buy/sell agreements and
funding, living trusts, charitable remainder trusts, estate planning, wills,
etc.
·
Coordinate
relatively seamless plan implementation with your human resource staff.
·
Schedule
frequent
meetings with you to gauge the success of programs and discuss improvements or
changes.