SERVICES

Employee Benefits

 

We offer every one of our corporate clients a full array of value added service regardless of the size of your company.  We will handle employee additions/deletions.  Review your bills for accuracy.  Handle inquiries from your employees regarding any concerns they may have relating to their employee benefits.  Meet with your employees to discuss their employee benefits.  Prior to your renewal date we will go into the market place and ascertain if there are any viable alternatives for your present plan, with price and plan design being given the highest consideration. Issue a quarterly contact report and a semi annual customer satisfaction survey.  Your satisfaction is our highest priority.

 

Retirement Planning

 

We will review your current assets, liabilities and all investments and insurance products in your portfolio.  We will then make recommendations based on our meeting with you to help you achieve your retirement goals.