GROUP & EXECUTIVE BENEFITS

With more than fifty years of employee benefits expertise, we are uniquely positioned to be trusted advisors to our clients. As the world of employee benefits continues to evolve and expand, so too does our knowledge and counsel. Our partnerships with clients include the development of multi-year strategies that support unique organizational and cultural objectives. Our experienced benefits professionals strategically evaluate plan designs, funding methods, and benefits administration strategies while ensuring compliance with current legal and regulatory demands. We provide unparalleled advice and guidance on a multitude of group benefits including health, life, disability, voluntary benefits, and tax favored vehicles.   -Marijane Norris Geary

BE HEALTHY

  • Comprehensive Medical, Dental, and Vision Plans
  • Pharmacy Benefit Manager (PBM) Analysis
  • Data Analytics
  • Medical Flexible Spending Account (FSA)
  • Health Reimbursement Account (HRA)
  • Health Savings Account (HSA)
  • International Plans
  • Stop-Loss Insurance

FEEL SECURE

  • Short Term Disability
  • Long Term Disability
  • Life and Accidental Death & Dismemberment
  • Business Travel Accident
  • Long-Term Care
  • 401(k) Retirement Planning
  • Group Auto/Homeowners Program
  • Identity Theft Protection
  • Group Legal
  • Financial Wellness

ENJOY
WORK/LIFE BALANCE

  • Dependent Care Spending Account (DCA)
  • Voluntary Benefits
  • Transportation Benefits
  • Wellness Initiatives
  • Pet Insurance
  • Leave Programs

We recognize that attracting and retaining key executives is a critical component to the long-term success of any business. We provide our clients with guidance on the implementation of customized non-qualified competitive benefits. By utilizing life insurance, disability income protection and long-term care plans that supplement your group plans, we can strategically address the unique needs of your C-suite employees.

EXECUTIVE INCOME PROTECTION

  • Disability Carve-Out
  • Key-Man / Buy-Sell
  • Supplemental Life Insurance
  • Long-Term Care Insurance
  • Excess Liability Insurance

WEALTH MANAGEMENT

  • GVUL
  • Deferred Compensation