SERVICE & EXPERTISE

Our Relationship with you

As your benefit specialist team, we provide support and continued service in the following areas: 

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Benefit Plan Review:

• Our process starts with a detailed analysis / audit of your existing benefit plan. 

• We will develop a clear understanding of your company's goals & objective regarding employee benefits and compare your design and expense to similar groups of your size.

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Design & Implementation: 

• Develop a comprehensive package based on your businesses demographics, and in line with your organization goals. 

• Access to multiple carrier quotes and rates to ensure the best value for your investment.

• Provide extensive support through on-boarding and implementation. 

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Reporting & Performance:

• Accurate and detailed reporting is a key component of our service to our client. Our regular reporting includes: Quarterly Experience updates, Plan Design monitoring, and Independent Renewal Analysis.

• Pro-active reporting and planning is a key component in ensuring continued value and efficiency for your plan. 

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Executive Services:

• In association with Professional Financial and Estate Planning specialists, we provide additional support to key executives, if needed, to develop their own comprehensive and personalized financial and estate plan. 

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