Employee benefits specialists benefit plans advisor employee insurance. Medical search. Frequent questions

As a state licensed Medicare Agent and Life and Health Professional, Dominika can help individuals prepare & plan for retirement, understand the benefit options available, help families stay protected if a main earner passes away, and offer guidance on Long-Term Care needs and Disability Income Protection. (helptoretire.com)
Jeffrey has a client base of over 750 households in New England, his extensive knowledge of Medicare Plans and Options plus the many supplemental insurance programs makes him a valued addition to the internal expertise available to our retires planning their retirement health coverage. (helptoretire.com)
More than half of retirees, ages 55-79, fear that changes to the Medicare, Social Security programs as well as increases in taxes will affect their ability to afford their plan for retirement, according to new LIMRA research presented at the 2011 Retirement Industry Conference. (limra.com)
A significant change in public policy like Social Security and Medicare benefits could be disastrous for many retirees - particularly those with lower income and asset levels," noted Rice. (limra.com)

CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. (cochranmickels.com)
We believe a well-diversified global portfolio, enhanced by a dynamic asset allocation process can offer investors (Individuals, Financial Advisors, Institutional Investors) the most consistent risk adjusted returns. (ckwhawaii.com)
CKW is an experienced independent RIA that serves private individuals, financial advisors and institutional clients. (ckwhawaii.com)
Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. (ameripriseadvisors.com)
We primarily take care of the insurance and investment needs of various local businesses and individuals in Nova Scotia. (canadalife.com)
An affinity group or employee resource group is a collection of individuals who share a common identity characteristic, which can be a wide range of things. (americorps.gov)

Whether you are an Individual looking to fund a college education, set up a charitable foundation, create an estate plan or a Financial Advisor looking to outsource your asset allocation or an Institutional Investor, we can develop an investment portfolio for your specific situation. (ckwhawaii.com)
Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products. (ameripriseadvisors.com)

Securities and advisory services offered through Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/ SIPC , a broker/dealer and a Registered Investment Adviser. (cornerstonefinancialadvisors.net)

Employers have options dealing with healthcare for their employees. (elitebenefits.net)
Butch Zemar, an industry-leading healthcare reform specialist and author who helps businesses enhance their employee benefits offerings while also reducing health insurance costs. (elitebenefits.net)
With an in-depth understanding of today's healthcare challenges, our extended team of insurance and healthcare professionals works with you to define your organization's risk profile. (marsh.com)
David has been in the insurance business since 1989, and he has worked with many large insurance firms, including The Prudential, The Treiber Group, United Healthcare, Performax, and Armada before joining PSA in his current role. (psafinancial.com)

Holders of the Chartered Financial Analyst ® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. (ameripriseadvisors.com)
He earned his BS in Civil Engineering from the University of Colorado in 1978, his MBA in Finance from the University of Denver in 1983, his CERTIFIED FINANCIAL PLANNER™ designation in 1989, and his Certified Plan Fiduciary Advisor designation in 2021. (richardsfinancialgroup.com)

Prior to working with the HTR Group, Austin was an Internal Regional Consultant in MassMutual's Retirement Division servicing Advisers and their clients to institute Retirement Plans for corporate entities. (helptoretire.com)

Helping your business attract and retain qualified employees through benefit packages. (lyskinfinancial.com)

Ron is a Senior Vice President, Senior Financial Advisor, Chartered Retirement Counselor™ professional, Sports & Entertainment-Accredited Wealth Management Advisor™ designee and Portfolio Manager with Merrill Lynch Wealth Management in their Garden City office in New York. (ml.com)
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve. (ml.com)
We work closely with our clients using our planning process to help them invest and protect their wealth, and to try and help them pursue their most important financial goals with cost-efficiency and reliability. (cornerstonefinancialadvisors.net)
Cornerstone Financial Advisors understands the importance of organizing ones wealth to ensure that they will have comfortable living and a secure retirement. (cornerstonefinancialadvisors.net)
Harrison Financial Services is a leading multi-generational financial planning and wealth management firm. (nebankers.org)

We partner with business owners and their teams to provide flexible benefits and financial security for their employees. (financialtec.com)
We guide your organization in building employee loyalty and well-being by establishing and administering customized retirement plans for your business. (financialtec.com)
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. (financialtec.com)
The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients. (ameripriseadvisors.com)
We can help help you find the right group insurance products for your business. (canadalife.com)
Ask an advisor: Should I get benefits for my small business? (canadalife.com)
Description: This animated video introduces a character named Greg and his advisor with illustrated graphics to show how benefits can help a small business owner. (canadalife.com)
Advisor: Then as your business grows, you can add a retirement and savings plan. (canadalife.com)
Advisor: Let's talk about creating a group benefits plan that works for you, your employees and your business. (canadalife.com)
I am inspired to build a business that I would be proud to leave as a legacy to my granddaughters or other young, female advisors. (bbd.ca)
Keith continues to represent the employee benefits aspect of our business, often meeting with legislators and insurance industry leaders. (richardsfinancialgroup.com)
Your Orlando business may already offer a 401(k) retirement plan yet did you know that you can provide key employees with another method for increasing retirement savings that offers tax incentives to you as a business owner and other financial gains? (unitedtrustadvisors.net)
Consult with our insurance and retirement specialists to learn how United Trust Insurance Advisors programs can help your business. (unitedtrustadvisors.net)
Our team of highly credentialed advisors provide investment strategies, business planning, and risk management solutions for entrepreneurs, business owners, banks, foundations, and senior decision makers in Nebraska and beyond. (nebankers.org)
Investment Advisory Services are offered through PSA Financial Advisors, Inc, a Registered Investment Advisor, which is located at 11311 McCormick Road, Hunt Valley, MD 21031, and may only transact business in those states in which they are registered or exempted from registration. (psafinancial.com)

Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. (cochranmickels.com)
They are included as part of most client investment plans where investors seek consistent, incremental returns over time. (ckwhawaii.com)
Registered Investment Advisor firm working as Fiduciaries. (greaterbinghamtonchamber.com)
Ron's investment philosophy holds capital preservation and long term growth of capital as the most important virtues of a successful investment plan. (ml.com)
Don currently holds FINRA Series 7, 63 and 65 registrations and provides investment products through Cetera Advisor Networks, LLC. (richardsfinancialgroup.com)
Richard Pelletier is an Investment Adviser Representative, insurance professional, author, and attorney who serves as a Financial Adviser specializing on Asset Preservation. (helptoretire.com)
Austin Porchelli is an Investment Adviser Representative and an Insurance Professional. (helptoretire.com)
Investment and Insurance Products are not FDIC or Other Governmental Agency insured and may lose value. (psafinancial.com)
The study also found that less than half of retirees worked with a paid professional advisor to make investment decisions and only 22 percent had a formal written plan. (limra.com)

Greg specializes in Group Insurance, Group Retirement Programs and Corporate Financial Security Planning. (canadalife.com)
Advisor: In today's competitive job market, group benefits can be a great way to invest in your company's health. (canadalife.com)
Establish group insurance benefits with your company! (cornerstonefinancialadvisors.net)
He is the founder of The Richards Financial Group, Inc. and is an associate with The Benefit Team, LLC, an employee benefits consulting and brokerage firm. (richardsfinancialgroup.com)
Keith serves our clients in the areas of employee benefits (group health, dental, life and disability insurance) for small and medium-sized businesses. (richardsfinancialgroup.com)
Advice provided by Keith is made on behalf of The Richards Financial Group, Inc. and The Benefit Team, LLC and is not related to Cetera Advisor Networks LLC or its registered representatives. (richardsfinancialgroup.com)
Supplemental plans can be customized for either a select group of management executives, or other principal employees to ensure that a desired living standard is maintained. (unitedtrustadvisors.net)
Now at the HTR Group, Austin serves as a Financial Adviser with a focus on Asset Preservation on an individual basis and instituting Corporate Retirement Plans. (helptoretire.com)

Employers are feeling it every day that health insurance premiums are skyrocketing out of control. (elitebenefits.net)
FOR IMMEDIATE RELEASE: Elite Benefits of America Launches Elite Benefits Playbook to Transform Benefits Renewals for Employers [Chicago, Aug. 29, 2023] - As benefits renewals season approaches, Elite Benefits of America is excited to unveil its latest innovation, the Elite Benefits Playbook, designed to empower employers to take control. (elitebenefits.net)
Regardless of size, all employers deserve to be presented with a robust and transparent offering from the advisors they choose to work with. (bbd.ca)
We had a nearly 100% uptake in this offer, which illustrated that employers also want to support the mental health of their employees. (bbd.ca)
Orlando employers can make additional contributions subject to a particular schedule adding customized elements to each supplemental retirement plan. (unitedtrustadvisors.net)
Many employers struggle to balance employee needs with their own bottom line. (alkemeins.com)

He is exceptionally knowledgeable with benefit plan strategies, insurance products and regulatory matters (including the Affordable Care Act. (richardsfinancialgroup.com)
She is deeply knowledgeable with benefit plan strategies, insurance products and regulatory matters (including the Affordable Care Act. (richardsfinancialgroup.com)
Financial advisors can provide financial management strategies and a range of tips, tools, and suggestions to use in planning your finances. (americorps.gov)
As tax laws may change, consult your financial advisor or tax professional to determine the best strategies for your specific situation. (psafinancial.com)
We have also developed a number of population to benefit from better health and a more health strategies that have delivered real efficient and effective health system. (who.int)

Patrice S. Goldfarb has been an employee benefits consultant for over 20 years. (ebagroup.net)
Keith Brownrigg is a veteran Employee Benefits Consultant with The Benefit Team, LLC, one of our partner companies. (richardsfinancialgroup.com)
As a consultant, he works directly with clients to achieve better outcomes for their employee benefit plans. (psafinancial.com)

and about a fourth mention employee earnings, defined contribution plans and IRAs funding their retirement income. (limra.com)
Making the most of your employer-sponsored retirement plans and IRAs. (lyskinfinancial.com)

Capably supported by an excellent team of specialists, setting new standards of service excellence in building lifetime client relationships. (canadalife.com)
Keith Brownrigg of The Benefit Team, LLC is not affiliated or registered with Cetera Advisor Networks LLC. (richardsfinancialgroup.com)
Don't get left behind in the insurance consolidation game, join a winning team that will ensure your future and give you the capital, tools and experience to make a difference - today, and tomorrow. (alkemeins.com)
Aaron joined the Rockefeller Philanthropy Advisors' Finance team in July 2016 and serves as Senior Accountant. (rockpa.org)

We provide a wide range of individual insurance products to protect what you have worked so hard to create. (financialtec.com)
They also provide retirement and benefits training to Federal employees. (cochranmickels.com)
A professional employer organization (PEO) enables small and mid-sized businesses to provide their employees with access to better, more affordable benefits, and to streamline many administrative HR functions-like payroll, benefits, compliance, and workers' compensation. (ebagroup.net)
In addition to the qualified retirement plans offered to employees, supplemental retirement coverage is a pension plan that can be tailored to provide benefits that exceed those covered in basic retirement plans such as an IRA and 401(k). (unitedtrustadvisors.net)
ALKEME augments our extensive experience with technology to not only provide our clients with choices but also to make the process of managing their insurance policies frictionless. (alkemeins.com)

Personalized insurance services, reviews and coverage advisement. (greaterbinghamtonchamber.com)
Obtaining competitive quotes for coverage and handling claims is only a small part of what you should expect from your employee benefit advisors. (alkemeins.com)

He has lectured on Federal Facilities educating public sector employees on their unique retirement programs and benefits. (helptoretire.com)

Always consult a qualified advisor prior to purchasing and review manufacturer's instructions prior to use. (psafinancial.com)

Over the past 15 years, we have worked with leading specialists to implement numerous BOLI transactions, which are used to finance existing employee benefits as well as to informally fund new or existing non-qualified executive benefit plans. (nebankers.org)

As expected, more than 85 percent rely on Social Security and three quarters benefit from a traditional pension plan for their income. (limra.com)
For future retirees who will likely not have a pension plan to rely on, it will be important that they increase their current savings patterns and think about retirement income solutions including guarantee investments that will adjust for inflation. (limra.com)
For effective delivery of its mandates, CEHA will rely on WHO advisors, as well as on a network of qualified experts from partner organizations, collaborating centres and academic and research institutions. (who.int)

Having pursued previous male-dominated roles, in banking and in the construction sector, I am excited to be amongst the minority of female advisors who have chosen to pursue a career as an Employee Benefits Specialist. (bbd.ca)
At Cornerstone Financial Advisors we have been helping people pursue their financial goals for 60 years. (cornerstonefinancialadvisors.net)

Mike Mickels is President of CochranMickels Retirement Specialists and an avid sporting clay competitor. (cochranmickels.com)

She is Managing Partner of The Campbell Law Firm, a boutique law firm that serves as a trusted advisor to brave grant-making nonprofits, movements, philanthropies, and philanthropists to interrupt cycles of injustice and inequity. (rockpa.org)
She is responsible for planning, organizing, and directing the day-to-day administrative operations of NCCDPHP and serves as principal advisor to the Director on all matters related to administrative program planning and resources management. (cdc.gov)

He's passionate about helping clients protect themselves, their companies and employees against various financial risks. (canadalife.com)
As a full service Agency, we have the capabilities to meet all of our clients' insurance and risk management needs. (greaterbinghamtonchamber.com)
Understanding that there is a shortfall in the benefits industry, I am motivated to find and educate as many clients as possible. (bbd.ca)
Bill started his own company in the health and wellness market in 1990, working with clients to determine their insurance and health needs. (helptoretire.com)

Oryx Insurance Brokerage, Inc. (greaterbinghamtonchamber.com)

LIMRA is a worldwide research, consulting and professional development organization that helps more than 850 insurance and financial services companies in 73 countries increase their marketing and distribution effectiveness. (limra.com)

This material is not intended to replace the advice of a qualified advisor. (psafinancial.com)

Advisor: And our apps and online services can make administering your plan easy and secure. (canadalife.com)
AAA Northway offers 24-hour roadside assistance, world-wide travel assistance, insurance & automotive services. (greaterbinghamtonchamber.com)
He also implements pension and profit sharing plans for small and medium sized companies, as well as retirement, estate planning services, and college planning. (ml.com)
All of our advisors in the office specialize in insurance services. (cornerstonefinancialadvisors.net)
Office of Procurement Services has employee opportunities in contracts, acquisitions, procurement, and more. (americorps.gov)
The Employee Assistance Program provides a range of legal services. (americorps.gov)
Harrison Financial Services is proud to partner with the leading industry expert, EBS, in the placement of Bank Owned Life Insurance (BOLI) programs. (nebankers.org)
PSA Insurance & Financial Services, its affiliates and employees are not responsible for the content of other web or social networking sites. (psafinancial.com)

We are positioned to navigate challenging financial and labor conditions, and rapidly growing employee benefit regulations. (financialtec.com)
Advisor to small and medium-sized businesses on the latest regulations and new insurance plan offerings. (elitebenefits.net)

The Certified Exit Planning Advisor® Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. (ameripriseadvisors.com)

Advisor: You can start with basic benefits such as prescription drugs, dentalcare, disability, life, critical illness and accident insurance. (canadalife.com)

Office of the Chief Risk Officer has employment opportunities in employee risk management, payment integrity, improper payment and compliance, internal controls, finances, data and analytics, and more. (americorps.gov)

In addition to a wide range of insurance products, United Trust Insurance Advisors designs supplemental retirement plans that offer profitable advantages to owners and employees alike. (unitedtrustadvisors.net)
Contact a United Trust Insurance Advisors expert to learn more about a wide range of employee insurance products by calling or emailing us today! (unitedtrustadvisors.net)

Columbian Mutual Life Insurance Compa. (greaterbinghamtonchamber.com)

Performance Plu $ Financial is a small firm in Dartmouth made up of incredibly thoughtful and genuine financial advisors and administrators. (canadalife.com)
Advisor: There are plans available for companies as small as two people. (canadalife.com)

A list appears, titled "No increases in:" with "Employer contributions under Canada and Quebec pension plans," "Employment insurance" and "Worker's compensation" in a column. (canadalife.com)
I have been a big adaptor of Health and Wellness Spending Accounts and Catastrophic Hybrid Plans, as ways of providing the employer/plan sponsor with cost certainty while, at the same time, providing the employee/plan member with flexibility and choice. (bbd.ca)

There are a variety of mechanisms available to fund health insurance programs. (ebagroup.net)

She is the founder of the New York State Association of Health Underwriters, former Chairperson of the Insurance Committee of the Meadowlands Chamber of Commerce and a member of the Society of Certified Senior Advisors. (ebagroup.net)

Office of the Chief Financial Officer has employee opportunities in auditing, accounting, financial management, payroll, and more. (americorps.gov)

Companies need to understand this changing risk landscape and how the insurance market is adapting and responding. (marsh.com)
Faculty in our Center for Actuarial Science and Risk Management , one of few centers of its kind, has performed groundbreaking research for major insurance companies. (bsu.edu)

If you fall under this category, contact your student success specialist to learn more about transferring your credits to Ball State . (bsu.edu)
Want to learn more about how ALKEME can benefit your agency? (alkemeins.com)
When the results came back and we did learn that I had liver metastasis, that changed the treatment plan. (medscape.com)

A 2014 Broker of the Year finalist for Benefits Pro. (elitebenefits.net)
Don Richards, CFP®, CPFA® has been a financial advisor and an independent insurance broker since 1984. (richardsfinancialgroup.com)

Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning. (ameripriseadvisors.com)
All information provided is provided for information purposes only and does not constitute a legal contract between United Trust Insurance Advisors and any person or entity unless otherwise specified. (unitedtrustadvisors.net)
She has provided strategic legal, governance, and operational guidance as a senior advisor for two of the world's most prominent philanthropists, and has spoken on and trained senior management teams and board members in nearly every region of the world in grant making, governance, and organizational design. (rockpa.org)
Coordinating with your tax and legal advisors. (lyskinfinancial.com)

A published author, speaker, and writer is known for his expertise in the health insurance marketplace. (elitebenefits.net)
Renaissance Life & Health Insurance C. (greaterbinghamtonchamber.com)

This recognition should not be construed as an endorsement of the advisor by any client. (richardsfinancialgroup.com)

Cornerstone Financial Advisors has been providing businesses of any size and their employees with financial planning support and resources for many years. (cornerstonefinancialadvisors.net)

Traditional Insurance The most familiar funding design is the "fully insured" plan. (ebagroup.net)
Benefits by Design asked our advisor partners about best practices on how they stay motivated and inspired. (bbd.ca)

The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. (ameripriseadvisors.com)
Fee-only Financial Planning. (greaterbinghamtonchamber.com)

An understanding of the entire system of nature- water and air, mountains and fields - creates a community of mutual benefit. (ckwhawaii.com)

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