Benefits Planning 

       Our promise to you is; we strive to define and meet objectives and ensure an organized complete approach to fulfilling your benefit needs.  Working with us means you have an advocate on your side with the ability to shop for the best benefits.  We will educate you on your options, help you to understand the plans available to you, and select the best plan to maximize your benefits while staying within your budget.  We have the resources and access to the best plans that will protect you, your family, or your company.  We will always be here to support any of your benefit needs and to assist you with any questions that you have. Contact us today to find out what your options are.

Financial Planning

       Our belief is that your planning needs are best served by an independent advisor who is not tied to the products of any one company. With us you'll get the professional support you need to make informed financial decisions.  If you already have a plan, we will work with you to review it, making sure it is still in line with all of your goals and takes advantage of every opportunity available to you.  Regular monitoring of your plan is always a good idea, as even the slightest life change can make a difference in your investment and retirement strategy. 

Enrollment Services

       We have access to the some of the most experienced enrollment services in the nation.  From Hospitals to Northrop Grumman to Hunt Oil we have experienced it all.  We have the ability to plan your next enrollment in any of the 50 states.  Put our experience to your work for you today.

Logistics Planning

1. Provide you with a detailed schedule of events leading to the enrollment.
2. Present insurer choices, develop criteria for insurer selection, and assist with final selection.
3. Prepare brochures personalized for your employee group.
4. Coordinate with the chosen insurance carriers for payroll interface.
5. Confer with Human Resources to establish enrollment logistics.
6. Provide employee information to the selected life insurance carrier.

Enrollment and Communication

1. Prepare the materials necessary for the enrollment, including brochures, payroll stuffers, enrollment forms, and other printed materials.
2. Coordinate the scheduling of each location.
3. Conduct the group supervisor sessions and enrollment interviews.
4. Meet with the Personnel and Payroll Departments to assist with questions concerning the program and the deduction process.

Administration 

1. Provide the payroll deduction report.
2. Ensure delivery of the policies to your employees.
3. Ensure the payroll center understands the deduction and remittance process.
4. Conduct annual re-enrollments.