Corporate / Executive Benefits and Business Succession Planning


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
Dental & Vision
Self-Funded Health Plans

It is a lot of stuff—we understand how complex benefit design and implantation can be. We also understand being there afterwards. Claims management assistance is a key differentiator among consulting companies. There are many sales people to get a product for you, however few are there when life gets sticky to guide you through the tough times as well. Our back office is deep! We work with several firms and vendors who provide quality products and assist with case design.