Products and Services/Life & Disability Planning
Life, Disability (Individual and Group Plans)
Life, Disability (Individual and Group Plans)
As an independent broker, we are able to “shop” the “market-place” to obtain insurance for you and/or your employees at a competitive rate. We are licensed with more than 40 insurance companies and add new carriers when we determine their products better fit our client’s needs. Our focus is our clients and we are dedicated to help them meet their financial goals.
Life Insurance: Individual and Group
Individual life Insurance
Term, permanent and variable products.
Group Life Insurance
Disability Insurance: Individual and Group
Health, Dental, Vision plans
We will “shop” your group plans and try to save your company money. This is a very difficult market today, but we will work with you to determine if your plans fit your needs.
Group Insurance Audits -- The audit will answer the following questions:
Do your plans meet your objectives?
Are your plans fairly priced?
Are the provisions of the plans up-to-date?
Do your employees understand the benefits you provide?
Do your employees appreciate your benefits?
Our Goals and Services:
Save significant money on existing group benefits without compromising quality
Provide a detailed yet concise comparison of your plan with other available programs
Check existing documents for accuracy
Develop professional communication for your employees to explain their benefits
Annual Reviews