Services
Corporate Needs- Benefit Design, Procurement, Implementation (employee education)
- Benefit Summary Plan Descriptions, on-line and/or paper
- COBRA, HIPAA, Compliance Solutions
- Interactive Employee Benefit Web site (coming 1st quarter 2009)
- On-line Video Enrollment Training (coming 1st quarter 2009)
- Personal Financial Planning and Asset Management
- Predictive Modeling/ Pricing
- Renewal Analysis
- Retirement Plans: 401(k), 403(b), IRA, SEP-IRA
- Self-funded IBNR/ Reserve Calculations
- Voluntary Work site Programs (100% employee paid, if desired)
Individual Needs
- 401(k)/ 403(b) Tax Qualified Rollovers
- Fixed Annuities
- Individual Medical (Anthem, Sentara, Coventry, Aetna, and other fine carriers)
- Life (Whole Life and Term Life)
- Long Term Disability
- Medicare Advantage Products
- Medicare Retirement Counseling
- Medicare Supplement
- Product Placement
- Retirement Planning
- Contact us for more individual services!