As a valued benefits advisor, collaborate with small to medium-sized businesses looking to balance competitive employee benefits with their own capabilities and bottom lines. Provide a variety of professional services to reduce their costs, improve efficiency, and improve employee satisfaction.
Services and specialties include:
- Thorough understanding of health care reform legislation and plan offerings on and off the Marketplace exchange
- Hands-on guidance through enrollment process
- Plan administration and compliance with health care law
- Customized data analysis with suggested plan modifications for cost savings
- Supportive Human Resources materials
- Broad communications on employee benefits/resources
- Buy-Sell insurance, including one-way buy-sell insurance strategies
- Individual health insurance through employer
- Keyman insurance
- Life insurance planning
- Executive Bonus Programs (golden handcuffs)
- Tax-free retirement strategies