Advisor’s Responsibility

My associate and I have over 29 years of combined experience and expertise in the insurance and finance industry. Our exceptional knowledge and continued professional relationship with corporations has allowed us to create optimum benefit plans that are within companies objectives, vision and budgetary constraints.

Consultant Responsibilities:

  • Review current benefit package, strategy, pricing, goals and design
  • Market your group plan to major carriers and provide you with a market comparison
  • Analysis of funding arrangements and claims
  • Underwriting negotiations and coordination
  • Cost containment and industry trends education
  • Renewal services, including negotiations with current carriers and recommending benefit adjustments
  • Employee communication and education, enrollment meetings to illustrate the value of the employee benefit package and usage
  • Liaison between you and the insurance carrier
  • Review and report on usage of the plan and review of companies goals and objectives in respect to the benefit plan