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

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

FEEL SECURE

  • Short Term Disability Insurance Coverage

  • Long Term Disability Insurance Coverage

  • Life and Accidental Death & Dismemberment Insurance Coverage

  • Business Travel Accident Insurance Coverage

  • Long-Term Care Insurance Coverage

  • 401(k) Retirement Planning

  • Group Auto/Homeowners

  • Program Insurance Coverage

  • Identity Theft Protection

  • Group Legal Benefits

  • Financial Wellness Benefits

ENJOY

WORK/LIFE BALANCE

  • Dependent Care Spending Account (DCA)

  • Voluntary Benefits

  • Transportation Benefits

  • Employee Wellness Initiatives

  • Pet Insurance

  • Employee Leave Programs

We recognize that attracting and retaining top-notch 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 for their senior management. 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 Coverage

  • Long-Term Care Insurance Coverage

  • Excess Liability Insurance Coverage

WEALTH MANAGEMENT

  • Group Variable Universal Life Insurance (GVUL)

  • Deferred Compensation