Packages

for your employees

Below are the most commonly used sample packages, however all of our offerings are a la carte based on your needs.

ESSENTIALS

FOR YOUR EMPLOYEES
  • Medical
  • Dental
  • Vision
  • Short-Term Disability
  • Long-Term Disability
  • Digital Open Enrollment
  • Claims Concierge
  • Group Retirement Plan

STANDARD

FOR YOUR EMPLOYEES
  • Medical
  • Dental
  • Vision
  • Short-Term Disability
  • Long-Term Disability
  • Digital Open Enrollment
  • Claims Concierge
  • Group Retirement Plan

EXECUTIVE

FOR YOUR EMPLOYEES
  • Medical
  • Dental
  • Vision
  • Short-Term Disability
  • Long-Term Disability
  • Digital Open Enrollment
  • Claims Concierge
  • Group Retirement Plan

For Your Company

ESSENTIALS

FOR YOUR COMPANY
  • Tools & Strategy Comprehensive Review
  • HR Software
  • HR Call-In Support
  • Payroll Services
  • Risk Management

STANDARD

FOR YOUR COMPANY
  • Tools & Strategy Comprehensive Review
  • HR Software
  • HR Call-In Support
  • Payroll Services
  • Risk Management

EXECUTIVE

FOR YOUR COMPANY
  • Tools & Strategy Comprehensive Review
  • HR Software
  • HR Call-In Support
  • Payroll Services
  • Risk Management

For The Business Owner

ESSENTIALS

FOR THE BUSINESS OWNER
  • Financial Planning
  • Wealth Management
  • Individual Retirement Planning
  • Business Succession Services
  • Estate Planning
  • Life Insurance

STANDARD

FOR THE BUSINESS OWNER
  • Financial Planning
  • Wealth Management
  • Individual Retirement Planning
  • Business Succession Services
  • Estate Planning
  • Life Insurance

EXECUTIVE

FOR THE BUSINESS OWNER
  • Financial Planning
  • Wealth Management
  • Individual Retirement Planning
  • Business Succession Services
  • Estate Planning
  • Life Insurance