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Service Portfolio
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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
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- Buy-Sell Agreements
- HIPAA Compliance
- ERISA Compliance
- Section 125 Plan Document
- Summary Plan Descriptions
- HRIS Synergy and Productivity
Enhancement
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| 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
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- 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
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Most plans are available for
either individuals and/or group coverage. |
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