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How We Work

We don’t believe in one-size-fits-all solutions. We take time to understand your company, needs, and goals - then build benefits plans to best fit your unique situation. Our regional and national carrier relationships enable us to find quality solutions at the best value. And we’re not just here for you during enrollment. We work with you year-round to ensure your benefits plan is meeting your needs.

We also consider your future. If you’re considering selling your business or passing it on to future generations, we can also design retention plans so your key people stay with your company now and for years to come.

Executive Benefits

Non-qualified Deferred Compensation (NQDC)


Bonus Plans

Split Dollar

457 Plans



Employee Benefits

Group Medical

Group Dental

Group Vision

Group Life

Long Term Disability

Short Term Disability

Retirement Plans

Voluntary Plans

Individual Insurance

Life Insurance

Long Term Care

Disability Income

Medical Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (423) 498-3042