Customized Tax-Effective Benefits
For You, Your Family, and/or your Employees
Customized Benefits. By-Your-Side Service.
For You, Your Family, and Your Employees.
We customize benefits solutions that serve your health, wellness, and financial security goals.
As your advisors and brokers, we work for you. As your partners, we work with you.
Traditional and Flexible Benefits Plans.
For businesses small, medium, and large
Health Spending Accounts
Expanded services. Pre-tax dollars.
For incorporated business owners, self-employed, and employers who want to enhance traditional employee benefits
Protection for Business and Family
For Consultants, Professionals & Business Owners
and their families
Not sure what you need as an individual or employer?
Follow this questionnaire and we’ll help figure it out.
What is the difference between benefits and insurance?
I haven’t really looked at my benefits in three years or so. What should I be looking at to make sure that I’m doing the best I can for the money we’re spending?
We would be pleased to give you an honest review of your existing plan. Please complete the Plan Review form and we will let you know if and where you can find cost-efficiencies.
Do I have to offer the same benefits to all employees on my plan?
That all depends on which benefits you're offering but generally, you can adjust to suit your needs, budget and your employees.
There is a lot of benefits information that I just don’t understand. Is there a way for me to get the details in plain language?
Absolutely. We've designed the FAQ and each section of the site to focus on your questions. If you've gone through all of that and still have unanswered questions, please feel free to email us or give us a call.