Products, Services & Resources

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Employer Sponsored Health Care Plans

  • Fully Insured
  • Partially Self Insured
  • Self-Insured
  • HSA’s and HRA’s

Ancillary Group Benefit Plans

  • Dental
  • Life
  • Short and Long Term Disability
  • Vision
  • Long Term Care
  • Section 125 Cafeteria Plans
  • Voluntary Employee Benefits
  • Group Life Carve Out Plans

Benefit Consulting Services

  • Complete Benefit Plan Reviews
  • Plan Cost Analysis
  • Acquisition and Multi-Location Analysis
  • Compliance Audits
  • Alternative Funding Programs
  • Managed Care Plan Coordination and Analysis
  • Employee Communication Services

Finacial Services

  • Buy Sell planning
  • Business Valuation
  • Exit Planning for Owners
  • Succession Planning
  • Non Qualified Plans
  • Non Qualified Deferral plans
  • Supplemental Executive Retirement Plans
  • 401k mirror plans
  • Life Insurance Retirement Plans
  • Retirement Equalization
  • Corporate Owned Life Insurance
  • Bank Owned Life Insurance
  • Private Placement Insurance for qualified individuals and corporations
  • Premium Financed Life Insurance
  • Estate Planning
  • Wealth Transfer planning
  • Disability combo plans
  • Key Executive golden handcuff plans
  • Key Executive plans

Association Plans

  • Agency Endorsed Marketing Agreements

Individual Insurance Products

  • Individual and Family Health Coverage
  • State Insurance Pool Coverage
  • Temporary Health Coverage
  • Travel Health Coverage
  • Medicare Supplements
  • Long Term Care
  • Disability Insurance
  • Critical Illness
  • Life Insurance

Retirement Plan Services

  • 401(k), 403(b), 457, Cash Balance Plans
  • Plan Implementation and Design
  • Fiduciary Oversight
  • Vendor Benchmarking and Fee Analysis
  • Investment Due Diligence and Monitoring
  • Employee Education and Participant Advice

Additional Services

  • Property and Casualty Insurance
  • 125 Cafeteria Plan Administration
  • My-Wave Information System
  • COBRA Administration
  • Strategic Business Planning
  • Human Resource Solutions
  • Benefit Statements