Individuals & Employees…
…are usually interested in identifying needs, establishing goals, implementing solutions, and tracking results. 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.
EFFECTIVE HEALTH INSURANCE UTILIZATION Video (3:15)
Learn how to get the most value from your health insurance plan.
COST SAVING OPPORTUNITIES Video (3:45)
Find ways to potentially lower your 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)
The video will cover basic terminology to help you understand your retirement plan. Topics include stocks, bonds, mutual funds, and risk.
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.
Personal Wealth Management ▼
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.
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.
