Medical Carriers We Partner With
We are proud to have kept our client’s benefit renewals significantly below the National average since 2000. Working with well known Carriers, while also thinking outside the box to find the best solutions for each group. As an Independent Fiduciary we take the very complex and everchanging Benefit environment and simplify your life using our focused process. Stop accepting double digit increases and use our services to bring you and your employees affordable healthcare.
Ancillary Carriers We Partner With
We seek to find the very best Dental plans, Vision Plans, Life Insurance, Disability and Voluntary Benefits available through our network of top National Carriers.
401(k) Providers We Partner With
As a Certified Plan Fiduciary Advisor (CPFA), we work with the top National providers, focusing on low cost Institutional funds and zero revenue sharing on the backend. Our sister company Safe Money Solutions, LLC provides complete Fiduciary services, Education programs for your employees, quarterly Fiduciary fund scoring, customized investment policy statement and annual meeting minutes for DOL audits.
Life Insurance Carriers We Partner With
As an Independent Fiduciary we are able to work with all of the top National Carriers, providing our clients with a solution that is in their best interest. Specializing in Buy/Sell and Key Person insurance for Business Owners or Personal Life Insurance for Individuals. Our unique process for informally shopping our client’s life insurance assures them the best rating possible.
Meet Our Nationwide Brokerage Partners
We proudly partner with some of the most respected brokerages in the country to deliver exceptional service and solutions to our clients. These strategic partnerships give us access to industry-leading resources, innovative benefits platforms, and tailored support, ensuring our clients receive the highest level of expertise and value available nationwide.
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