FAQ
Frequently Asked Question
What services do you provide?
Employee benefits (health, life, disability, voluntary), benefits administration and employee education, 401(k) and retirement plan management, and business owner and executive planning.
How is this different from our current broker?
Many brokers focus on shopping your group health insurance once a year at renewal. We take a broader view, looking at employee benefits, retirement plans and business owner planning together, and we stay involved throughout the year as your business grows.
Do you work with businesses our size?
Our focus is established businesses with roughly 25 to 100 employees, but we're happy to talk with smaller and larger companies too. Schedule a Business Benefits Review and we'll tell you honestly whether we're a good fit.
Is there a cost for the initial consultation?
No. Your initial Business Benefits Review is complimentary, and there's no obligation to make any changes.
How do you get paid?
For most insurance products, we're paid a commission by the insurance carrier, which is already built into the premium. If any service involves a separate fee, we'll explain it up front, so you'll always know how we're compensated before you make any decisions.
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