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Workplace Benefits & Insurance Solutions

Modern Benefits Built For The Way Your Business Works

Health insurance and employee benefits are changing quickly, but many companies are still renewing the same plan year after year. Costs rise, employee needs shift, and new options enter the market, yet no one stops to ask whether the plan still fits. We help employers benchmark their current benefits, compare available strategies, and build plans that support recruiting, retention, cost control, and employee care.

A Clear Way To Review and Improve Your Benefits

Benefits Benchmarking

Benefits Benchmarking

Before recommending a change, we help you see where your current plan stands. Benchmarking compares your costs, carriers, plan design, employee offerings, and available alternatives so you can make decisions based on evidence instead of renewal habit.

Benefits Plan Design & Cost Strategy

Benefits Plan Design & Cost Strategy

Once we understand what you have, we help evaluate what could work better. That may include reviewing group health options, plan structures, tax-advantaged strategies, contribution approaches, and carrier alternatives designed to help manage costs without ignoring employee needs.

Employee Benefits Education

Employee Benefits Education

A plan only works if people understand it. We help leadership teams, HR contacts, and employees make sense of available benefits, enrollment choices, and plan differences so the final strategy can be communicated clearly.

Solutions We Offer

Group Health Insurance

Review current health plans, compare carrier options, and explore strategies that may help improve cost, coverage, and employee experience.

Disability Insurance

Help protect employees and key team members from the financial impact of illness or injury that prevents them from working.

Life & Accident Coverage

Offer coverage that helps employees and families prepare for unexpected loss, accidents, or serious life events.

Dental & Vision Coverage

Round out your benefits package with practical coverage employees often use and value in day-to-day life.

Ancillary Benefits

Add supplemental options that help strengthen your benefits package and give employees more ways to protect themselves and their families.

Executive Benefits

Build benefit strategies for owners, executives, and key employees, including tools that can support retention and long-term compensation planning.

Carriers & Providers

Icon Medical Carriers

  • Aetna
  • AmeriHealth
  • Cigna
  • Empire Blue Cross Blue Shield
  • Horizon Blue Cross Blue Shield
  • Independence Blue Cross Blue Shield
  • QualCare
  • United Healthcare / Oxford

Icon Dental

  • Aetna
  • AIG / American General
  • Cigna
  • Delta Dental
  • Guardian
  • Horizon Blue Cross Blue Shield
  • MetLife
  • Principal
  • United Healthcare / Oxford

Icon Vision

  • AIG / American General
  • Spectrum
  • Vision Service Plan

Icon Administration

  • Choice Strategies
  • Extensis
  • OCA Benefit Services
  • TASC

Icon Voluntary Worksite

  • AFLAC
  • Allstate
  • Colonial
  • Guardian
  • UNUM

Icon Long-Term Care

  • Prudential

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Private Wealth Services

Connect workplace planning to personal financial guidance for business owners, employees, and families.

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401(k) Retirement Plans

Benchmark your plan, review fiduciary responsibilities, and modernize retirement benefits for your team.

Explore Our Plans

Start With a Benchmark

See where your plan stands before deciding what should change. There’s no pressure, just information.

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