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Wellness Benefits Planning, Agreements and Required Documentation
  • Medical
  • Dental
  • Vision
  • Supplemental Life, AD&D, Dependent Life
  • Long Term Care, Cancer, Critical Illness, etc.
  • Disability - short term and long term
  • Buy-Sell Agreements
  • HIPAA Compliance
  • ERISA Compliance
  • Section 125 Plan Document
  • Summary Plan Descriptions
  • HRIS Synergy and Productivity Enhancement
Business Insurance Executive and Retirement
  • Company Owned Life Insurance
  • Key Employee Disability
  • Key Employee Life
  • Loss of property, plant and equipment
  • Product/Service Liability
  • Workers Compensation
  • 401(k), 403(b), Keoghs, SEP, etc.
  • 529 College Fund
  • Non-qualified Deferred Compensation Plans
  • Education IRAs
  • Corporate Executive Compensation and Financial Planning
  • Business Succession Plans

Most plans are available for either individuals and/or group coverage.

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