What We Do

Some Insurance Carriers We Work With

Whether you’re instituting a new benefits package or want to assess your existing program, we offer the full spectrum of services to optimize your insurance offerings. Each client’s dedicated team offers personalized support from the time of initial consultation through renewal to ensure your plan meets your objectives – today and tomorrow. Our personalized approach is backed by the full support and services of a traditional insurance broker, offering clients access to a broad range of products to design a benefit package that satisfies your needs and those of your employees. Some of the products and services that we offer are:

  • Employee Benefits and its Adminstration: Medical, Dental, Vision, Group Life with AD&D, LTD and STD
  • Voluntary Plans: Benefits which are paid in full by employees
  • Retirement: Qualified Retirement Plans such as 401(k), 403 (b), SEP, Simple IRA and Keogh Plans
  • Compensation: Non-Qualified Deferred Compensation, Section 162 Executive Bonus Plans and Split Dollar Loan arrangement
  • Business Insurance: General Liability, Employment Practices, Workers Comp, Professional Liability, etc…
  • Global Solutions: Global Employer sponsored Health Plans for subsidiaries in a Foreign country
  • Estate and Business Planning: Estate Planning Solutions including setting up Trusts, and funding them with Survivorship Policies and Business Buy-Sell Agreements
  • Retiree Solutions: Benefits continuation, Medicare Supplement and Medicare Prescription Drug Plan

With over 35 years of combined experience, our senior professionals ensure you get the best products at the best prices. We have strong relationships with leading carriers and have the flexibility to customize a benefits package to suit your needs.

Ask us how we can help your company with benefits