Owners & Officers…
…are usually interested in establishing strategic plans, delegating responsibilities, tracking results, and managing personal liability. Below is information to help understand how to accomplish this in our three different service areas.
Group Insurance ▼
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 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.
Personal Wealth Management ▼
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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.