Individual Services

COMPREHENSIVE FINANCIAL PLANS

LIFE INSURANCE

• Life Insurance 
• Trusts
• Asset Management
• Long Term Care
• College Funding and Estate Plan all pulled together in one plan made available for your clients

• Whole Life
• Universal Life
• Variable UL
• Survivorship
• Term
• Refund of Premium Term

DISABILITY INSURANCE

• Income replacement when you are sick or hurt.

LONG TERM CARE INSURANCE

• Care received at home or in a facility when a person can’t do 2 or more of the 6 Activities of Daily Living (bathing, dressing, etc).

ESTATE PLANNING

• In-house Attorney
• Wills
• Trusts
• Asset Protection
• Legacy Planning
• Final Expense
• Charitable Tax Deductions

INDIVIDUAL MEDICAL INSURANCE

• HSA’s
• Individual and Family Plans
• Medicare Supplements including Part D (Drug) plans

Business Sevices

GROUP RETIREMENT PLAN

• 401(k)
• 403(b)
• 457
• 412(e)
• SIMPLE
• SEP
• Deferred Compensation

BUSINESS OVERHEAD EXPENSE

Insurance to keep your business running if you’re sick or hurt

BUY-SELL AGREEMENTS

• Putting your plans in place BEFORE something happens to an owner.

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GROUP BENEFITS

• Group Medical
• Dental
• Vision
• Group and Voluntary Life
• Long Term Care
• Long Term & Short Term Disability

SUCCESSION PLANNING

The transition to the next phase of ownership

Payroll/Benefit Administration

Pretax Plans

• ​Premium Only Plan
• ​Health Flexible Spending
• Dependent Care Assistance
• Parking and Transit Plan
• iPOP Plan

Group Plans

• ​Minimum Essential Coverage
• Minimum Value Plan
• Self-Insured Major Medical Plan
• Self-Funded Dental/Vision Plan

Consumer Plans

• ​Health Savings Account
• ​Stacked HRA/HSA Plan
• Structured Benefits Plan
• Defined Contribution
• Simple Criteria

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Reimbursement Plans

• ​​Health Reimbursement Arrangement
• Defined Reimbursement Plan
• Dental/Vision Reimbursement Plan

Administative Services

• ​COBRA
• Consolidated Billing
• Retiree Billing

HR Services

• ​Labor Poster Service
• Labor Poster Insurance
• Labor Compliance Update Service
• Enrollment Assistance

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Payroll

• ​Payroll Processing
• Time and Attendance Systems
• HR Portal
• Online Payroll

ACA Service

• ​Variable Hour Employee Management Services
• Employer Mandate Reporting Services

Technology

• ​Get My Health Quotes- Online Insurance Quoting
• EntryDoc.com- Document Management Portal

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