HR & Personnel Managers…

…are usually interested in satisfying company objectives, enhancing employee appreciation, increasing employee benefit understanding, and managing effective communications. Below is information to help understand how to accomplish this in our three different service areas.

Group Insurance ▼

BASIC HEALTH INSURANCE TERMINOLOGY Video (3:46)
Understanding the basic terminology of health insurance plans.

TYPES OF HEALTH INSURANCE PLANS Video (6:50)
See the differences between health insurance plan types such as PPOs, HMOs, POSs, EPOs, and HDHPs.

EFFECTIVE HEALTH INSURANCE UTILIZATION Video (3:15)
Learn how to get the most value from health insurance plans.

COST SAVING OPPORTUNITIES Video (3:45)
Find ways to potentially lower out of pocket health care costs.

MEDICARE BASICS Video (9:15)
This video provides explanations of Medicare and the types of Medicare Supplemental coverage as well as Medicare A and Medicare B costs.

401k, 403b, & Other Retirement Plans ▼

BASIC INVESTMENT TERMINOLOGY Video (5:10)
This video will cover basic terminology to help you understand your retirement plan.  Topics include stocks, bonds, mutual funds, and risk.

WHAT TYPES OF INVESTMENTS SHOULD A 401K OFFER? Video (8:11)
This video explains a compliant approach to determining the types of investments to offer within your plan.

Integration is Not Necessarily Automation Product Update (PDF)
Integration of systems such as payroll, 401k enrollment, and online benefits administration is appealing, but can create inaccurate interfaces that require additional work.

Personal Wealth Management ▼

SAVING FOR RETIREMENT PART 1 Video (4:59)
Determine what future retirement income needs will be.

SAVING FOR RETIREMENT PART 2 Video (5:31)
Calculate the amount of savings needed at retirement to meet retirement income goals.

SAVING FOR RETIREMENT PART 3 Video (5:06)
Calculate how much to begin saving now to have adequate savings at retirement.

Shares Based Investing Video (5:39)
While bank savings accounts provide growth through interest-rate investing, other investment vehicles such as mutual funds utilize shares-based investing to measure their performance.

Managing Risk Video (6:53)
This video helps you understand the key factors that may impact an individual's tolerance for risk, a crucial step in deciding how to invest within their retirement plan.

Learn More

As new legislation is issued, new products released, and market conditions change, we send additional videos and updates to clients and prospects. We average about 8 per year. Complete the information below if you would like to receive additional updates.

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