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Benefit Planning

Although the world of employee and executive benefits can be complicated, peace of mind can be achieved when you align yourself with a knowledgeable and experienced financial professional that you can relay on. In Benefit Planning, we take a one-on-one approach, getting to know your company goals, dreams, and desires for the future. We understand that every organization has unique circumstances, and we can help create a long term cost effective strategy to account for every aspect needed. As your corporate situation evolves, we will be there to guide your team in making the most important decisions for the future.

Take a look at just a few of the services that we have to offer:

  • Employees Benefits
  • Executive benefits and Deferred
  • Compensation
  • Group Health Insurance
  • Qualified/Non-Qualified Retirement Plans
  • Key Person Life & Disability
  • Employee Assistance Programs
  • Wellness and Consumerism Programs
  • Lost Time/Absence Management
  • Income & Asset Protection Plans
  • Dental and Vision Care Program
  • Officers and Directors Liability
  • Employment Practices Liability
  • General Liability
  • Workers' Comp
  • Property and Casualty
  • Supplemental Policies
  • Umbrella Coverage
  • Executive Kidnap & Ransom

For more information, email [email protected] or call 954-224-7499.

Take a look at just a few of the
services that we have to offer:

  • Personal & Estate Planning
  • Specialty Athlete & Entertainment Coverage
  • Executive & Group Benefits
  • US Based Life Insurance for Foreigners
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance

These are just a few of the features we offer. For a more complete understanding of all of our services please contact us today.

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