Our Process

Client / Consultant Process

Initial Client Interview

• Review Process
• Evaluate Goals and Options
• Gather all Pertinent Data

Proposal Process

• Match Goals with Plan Design
• Negotiate Rates with Multiple Carriers (Groups)
• Design Financial Plan (Individuals)
• Develop Asset Allocation Models

Plan Presentation

• Present Options and Recommendations
• Receive Client Feedback
• Review Plan Design

Implementation Process

• Complete Proper Paperwork
• Groups - Enrollment Meetings
• Individual - One on One Meetings
• Contract Review

On-Going Plan Administration

• Superior Customer Service
• Accounting / Billing Procedures
• Changes / Modifications
• Renewal Process (Groups)
• Systematic Reviews (Individuals)