• Assessment of needs
• Explain products and design strategies that make sense to you
• Initiate or review exit strategies for retirement, death or disability (Buy Sell Agreements, bequests to heirs and other methods)
• Review and recommend techniques for retention of key personnel
• Provide implementation of recommendations
• Personalized claim management service
• Key Person Insurance
• Disability Life Insurance

It is a lot — we understand how complex benefit design and implementation can be. Our back office is deep! We work with several firms and vendors who provide quality products and assist with case design.