Our Services

Employee Benefits:

  • Group Health, Dental, Vision and all Ancillary Insurance
  • Employee Communication
  • Plan Administration
  • Compliance
  • Online Benefits Enrollment and Management
  • Retirement Plans - 401(k) / 403(b) Plans, Simple IRA, SEP IRA's
  • Non-Qualified Deferred Compensation (Executive Carve Out)

Individual and Corporate:

  • Annuities
  • Business Continuation Plans
  • Business Debt Liquidation
  • Business Mortgage Insurance
  • Business Overhead Expense Insurance
  • Buy-Sell Funding
  • Business Continuation Plans
  • College Education Funding (i.e. 529 Plans)
  • Health Insurance
  • Investment Strategies
  • IRC Section 162 Executive Bonus
  • Key Person Indemnification Split Dollar Insurance
  • Keyman Benefits
  • Life Insurance
  • Life Settlements
  • Long Term Care
  • Long-Term Disability (Individual and Business)
  • Medicare
  • Personal Estate Planning with Corporate Dollars
  • Policy Enhancements of Existing Policy(s)
  • Retirement Planning
  • Tax Shelters
  • Tax-Deductible Retirement Planning
  • Wealth Transfer