Products, Services & Resources
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
Financial 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