I offer a strong list of services for both businesses and individuals. I also work with others in the insurance industry and support their efforts as well. I work with single households and companies ranging in size from 3 to 6,000. I serve as a powerful resource and help everyone develop a recipe for success with needed protection offerings and solutions. Listed below is a solid list of services I offer to my clients and/or colleagues.
Making you and your benefits amazing.
- General PPACA compliance analysis/solutions
- Benefits cost-saving analysis and solutions
- Ongoing communication relevant to business and benefits offerings
- Health insurance guidance/Support
- Voluntary benefit offerings
- Pre-Tax/Section 125 implementation
- New hire full benefits education/communication
- Ongoing benefits support in communication/implementation/service
- Full benefits documentation compliance assistance/solutions
- FSA, HSA, HRA, and benefit bank education/communication/implementation
Protecting you and your loved ones.
- Life insurance analysis/offering
- Challenging underwriting/health solutions
- Customized individual/family financial, investment, and protection planning
- Disability analysis/offering
- Long term care analysis/offering
- Health insurance guidance/support
Supporting you as you build your business.
- Group implementation support/product
- Supplemental/Voluntary offering and solutions
- Continual support/service on all products
- Guaranteed group protection/support
- Complete networking solutions to help you grow your agency/book
- Strategic planning sessions
- Solution-based product offerings
- Carrier billing and claims reconciliations
- Enrollment support on all product offerings