Group Insurance
- Health insurance
- Long-term Care Insurance
- Disability Income Insurance
- Life Insurance
- Dental
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Life Insurance
- Annual Renewable Term
- Level Term – 10, 15, 20, 30 Year
- Whole Life
- Universal Life
- Mortgage Protection
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| Disability Insurance |
Long-Term Care |
Business Continuation Programs
- Key Person Coverage
- Buy-Sell Agreements
- Succession Planning
- Business Overhead Expense
- Disability Buyout
- Employee Stock Ownership Plans
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Supplemental Benefits
- Accident Plan
- Critical Illness/Cancer Plan
- Short Term Disability
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Asset Preservation
- Estate Planning
- Living Trusts
- Insurance Trusts
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Annuities
- Fixed (single flexible & immediate)
- Group Annuities (qualified retirement plans)
- Equity-Indexed Annuities
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Payroll Services
- Total Tax Filing
- New Hire Reporting
- Agency and Third Party Payments
- Comprehensive Report Package
- Accrual Tracking
- Payroll Processing on Multiple Cycles
- Direct Deposits
- 401(k) Reporting and Exports
- Online Payroll Submission
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Retirement Planning
- IRAs
- Simplified Employee Pension Plans
- SIMPLE Plans
- 401(k): Owner 401(k), Roth 401(k)
- 403(b)(7() (non-contributory)
- 403(b)(1)
- Pension/Profit-Sharing
- Keoghs
- 412(E) Plan
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College Planning
- College Selection Assistance (maximize aid)
- Cash Flow Improvement (find the money)
- Identify Funding Sources (Student loans and/or P.L.I)
- Retirement Improvement (Retirement Ready or Not)
- A Solid Financial Future
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