Tailored Programs

Finding the Right Employee Benefits Program for Your Needs

Whether you are a small business owner with 5 employees or a larger business with 250, I will work with you to tailor an employee benefits program that meets your unique needs. With more than 30 years of experience in the Employee Benefits industry, I can help you find a best plan that delivers the most comprehensive coverage at the most favorable cost.

I can also provide your Benefits Plan Administrators the tools they need to make administering your benefits plan easier and more efficient. I will save them time so they can focus on the many other aspects of their jobs.

Employer-Sponsored Employee Benefits Products and Services

  • Health Insurance (HMO, PPO & POS medical plans)
  • Health Savings Accounts (HSA’s)
  • Health Reimbursement Arrangements (HRA’s)
  • Dental & Vision plans
  • Life/AD&D Insurance and Voluntary Life/AD&D Insurance
  • Short Term Disability & Long
  • Term Disability
  • Employee Assistance Plans (EAP)
  • Business Travel Accident (BTA)
  • Fringe Benefit Plans (FSA Health Care, FSA Dependent Care, Limited Purpose FSA)
  • Commuter Benefits (Transit & Parking)
  • Key Person Life Insurance
  • COBRA Administration
  • Online Enrollment Services
  • Benefit Management Services

Value-Added Services

  • Annual review of your Employee Benefits plans to ensure premium rate competitiveness and compatibility with your business’ needs.
  • Open enrollment meetings to ensure your employees are educated about their benefits plans.
  • Personal assistance with employees’ questions regarding benefits, claims, etc.
  • Tailored Employee Benefits Summaries that summarize the employer’s Employee Benefit plans.
  • Assistance with 5500 filing for employer groups with 100+ plan participants.
  • Assistance with Summary Plan Descriptions, Plan Documents & Wrap Documents.
  • Most importantly, you and your employees will receive personalized, friendly, and responsive attention to their Employee Benefits needs!