What We Do

We assist our clients in understanding and leveraging the connection between benefits and corporate profitability by :

  • Clarifying and defining the corporate objectives with respect to benefit
  • Aligning the plan design with the corporate objectives
  • Managing the evolution of benefit programs over time

We assist our clients in maximizing the return of the dollars invested in benefits through reviewing:

  • The plan design and funding level.
  • The underwriting / risk sharing arrangements.
  • The administration systems
  • The communication strategies

We specialize in providing comprehensive consulting in the following areas of expertise:

  • Group Life, Disability, and health programs
  • Pension Plans
  • Deferred Profit Sharing Plans (DPSP)
  • Employee Assistance Programs (EAP)
  • Critical illness programs (CI)
  • Medical Reimbursement Plans
  • Health Care Spending Accounts

Our Associates provide comprehensive planning in the following areas:

  • Individual Life Insurance
  • Corporate Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Estate Planning
  • Succession Planning
  • Executive Compensation
  • Individual Investment Services

We fully disclose:

  • A clear definition of the services to be provided
  • A clear definition of the compensation relative to the services

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