Solutions

Corporate Objective Review
  • Establish Corporate Objectives
  • Review Quantitative Data
  • Develop Comprehensive Strategies
  • Implement Action Plans
  • Monitor Results
Reporting
  • Executive Summary
  • Claim Reporting and Analysis
  • Benchmarking
  • Compliance
Group Plan Designs
  • Industry Specific Plans
  • Conventional Group Medical
  • Managed Care
    • PPO, POS, HMO, EPO
    • Consumer Driven Health Plan
    • HSA, HRA, HDHP
  • Tele-Medicine
  • Wellness Programs
  • Employee Assistance
  • Dental: Indemnity, PPO, DMO, Discount
  • Basic Life/ADD
  • Supplemental Life/ADD
  • Disability: Short and Long Term
  • Vision
  • Voluntary Benefits
Individual Plans

Medicare Programs

  • Medicare Advantage Plans
  • Medicare Supplements
  • Medicare Part D Plans
Compliance Services
  • Affordable Care Act (ACA)
  • COBRA, ERISA, HIPAA, FMLA, ADA
  • Section 125
  • Wrap Documents
  • Government Filings
  • Policies and Procedures
Administration Services
  • Client Service Center Access
    • Employers
    • Employees
    • Dependents
  • Online Enrollment
  • Online Administration
  • Billing Practices
  • Staff Training
Short Term Medical Plan
Optional Resources
  • Employment Attorney Counsel
  • Human Resources Counsel
  • Payroll Services
  • Property & Casualty
    • Workers Compensation
    • General Liability
  • Specialty Commercial Programs:
    • Assisted Living/Elder Care
    • Construction
    • Petroleum/Energy
    • Motorcycle/Power Sports
    • Law Firms
    • Medical & Dental Practices
Communication Services
  • Employee Enrollment Meetings
  • Webcasts
  • Custom Communication Pieces
  • Newsletters and Surveys
  • Educational Seminars
  • Employee Benefit Statements
  • Employee Satisfaction Surveys
  • Spanish and Other Languages
  • Multi-State, International
Retirement Plans
  • 401K
  • Pension
  • Long Term Care
  • Financial Planning
Funding Techniques
  • Specialty Industry Specific Plan
  • Conventional Fully Insured
  • Alternately Funded Contracts
    • Level Funded
    • Retrospective Premium
    • Minimum Premium
  • Administrative Services Only (ASO)
Business Executive Plans

We provide innovative solutions to help your business cope with the devastating loss of an owner or key executive from death, disability or retirement. We’ll also work to implement special fringe benefit programs to attract and retain top talent.

  • Business Continuity (Buy/Sell) Funding
  • Key-Person Life and Disability Income
  • Split-Dollar Plans, Funded with Life Insurance
  • Section 162 Bonus Plans
  • Disability Income Overhead Expense
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