Our portfolio⭢Your advantage
For individuals
Your partnership with us
For individuals
Medical
Short term medical
Travel
Global medical
Dental
Vision
Life
Disability income
Long term care
Long term care alternative
HSA (health savings account)
Medicare supplement
Annuities
403(b)
IRA
SEP IRA
457
401(a)
401(k)
Tax free rollovers
1035 exchange
Pension maximization
Roth conversion
Life settlement
For employers
Your partnership with us
For individuals
Medical
Dental
Vision
Group life
Key employee life
Disability income
Overhead disability income
Supplemental
401(k)
SEP IRA
SIMPLE IRA
Executive travel
TRA
FSA
HRA
Group HSA
POP / Section 125
Global medical
Short term medical
COBRA administration (TPA)
Buy/sell agreement
ERISA bonds
Pension maximization
Your partnership with us
Your partnership with us
Your partnership with us
Over the decades we've established relationships with many experts that we use to augment your benefit program. Our numerous partnerships in the industry equip us to be your single source of risk management, wealth management, and total benefit solutions.
Insurance companies
Financial institutions
Regional and national banks
Health exchange liaisons
Healthcare providers
Community agencies
Brokerage firms
Third party administrators
COBRA administrators
HR attorneys
Benefit attorneys