Corporate Client Services
For a business, we can be a source of “one-stop shopping” from consulting, benefits design, executive compensation, investment strategy, competitive bidding, and creating effective communication strategies.
We pride ourselves on the fact that not only is the employer/business owner our client, but each employee is also our client.
Any benefits plan that we oversee integrates not only group meetings for the employees, but also where appropriate, one-on-one employee meetings. We find this achieves three results:
- Better recognition of the benefits program by the employees,
- More appreciation of these benefits, and
- Higher levels of participation.
We design and manage a variety of programs, such as:
- Retirement Plans
- Deferred Compensation
- Major Medical
- Group 529 ollege Savings Programs
- Employee Assistance Programs
- Group Life
- Executive Financial Advisory Services
- Business Insurance
- Keyman Protection
- Business Disability Overhead
- Qualified Sick Pay Plans
- Cafeteria Plans
- Voluntary Benefits
- Health Reimbursement Arrangements
- Group Umbrella Liability Plans