What We Do

We act as an extension of the client. Our clients call us with questions, not the insurance company. We offer creative, progressive advice to the complex and ever-changing world of health insurance. We advise clients on the many products available in the marketplace, and try to find a plan that is affordable and fits their needs.

Group Health and Welfare Benefits

Group Health & Welfare Benefits

We help small to mid-size employer groups with all aspects of employee benefit strategy and implementation including:

  • Benefits solutions strategy development
  • Product evaluation and selection
  • Pricing and contract negotiation
  • Product implementation — Employee communications, enrollment meetings, ensuring timely delivery of ID cards, and service.
  • Plan renewals
  • Claims and billing issues resolution
Individual Health Care

Individual Health Care

We are dedicated to helping individuals and their families find and maintain the right levels of health and life insurance coverage to suit their unique needs. We help with product selection, application completion and submission, procurement of ID cards as well as resolution of any claims and/or billing issues.



We are committed to helping seniors understand the very complex, and confusing Medicare system. We can help seniors understand the ever-changing rules and provide answers to questions like:

  • Who is eligible?
  • What services do the plans cover?
  • What is the cost?
  • Should I buy a supplement?

Our clients prefer to call us with questions and concerns, rather than calling the Medicare Government phone number.


The Contractors Plan

  • Exclusive health plan trust plan for Contractors
  • Reduce labor/bid costs for Contractors
  • Property and Casualty and Bonding Services
401k Retirement Life


  • Plan Compliance, review and product selection
  • Financial Planning strategies and implementation
  • Employee Plan Meetings and Education