Financial Decision Makers…
…are usually interested in uncovering hidden costs, eliminating unnecessary expenses, identifying financial risk, and evaluating the cost-benefit ratio of available products and services. Below is information to help understand how to accomplish this in our three different service areas.
Group Insurance ▼
HEALTH INSURANCE RATE CALCULATIONS Video (3:35)
Understand how fully insured health insurance plan rates are calculated.
TYPES OF HEALTH INSURANCE PLANS Video (6:50)
See the differences between health insurance plan types such as PPOs, HMOs, POSs, EPOs, and HDHPs.
PROS AND CONS OF SELF-FUNDING Video (5:42)
Understand how self-funded health insurance plans can transfer significant risk to the employer.
401k, 403b, & Other Retirement Plans ▼
WHAT TYPES OF STOCK FUNDS SHOULD A 401K OFFER Video (3:59)
A compliant approach to deciding the types of stock funds to offer within your plan.
WHAT TYPES OF BOND FUNDS SHOULD A 401K OFFER Video (3:05)
A compliant approach to deciding the types of bond funds to offer within your plan.
WHAT TYPES OF CASH FUNDS SHOULD A 401K OFFER Video (2:11)
A compliant approach to deciding the types of cash funds 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 your future retirement income needs will be.
SAVING FOR RETIREMENT PART 2 Video (5:31)
Calculate the amount of savings needed at retirement to meet your retirement income goal.
SAVING FOR RETIREMENT PART 3 Video (5:06)
Calculate how much to begin saving now to have adequate savings at retirement.
MANAGING RISK Video (6:53)
Understanding your personal tolerance for risk.
SHARES BASED INVESTING Video (5:39)
While savings accounts provide growth through interest-rate investing, other investment vehicles such as Mutual Funds utilize shares-based investing to measure their performance.
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.