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CLIENT RESOURCES

Employee Benefits

Employee Benefits

Types of Insurance

  • Health
  • Dental
  • Individual Medical Insurance
  • Life & Accidental Death and Disability
  • Short Term / Long Term Disability
  • Health Savings Accounts (HSAs)
  • Health Reimbursement Accounts (HRAs)
  • Flexible Spending Accounts
  • 401(k) and Roth 401(k)
  • Group Long Term Care
  • Voluntary Life Insurance
  • Executive Programs Buy / Sell
  • Wellness Programs

Retirement Planning Types of Products

  • 401(k) / Roth 401(k) Plans
  • IRAs/SEPs
  • Annuities
  • Mutual Funds through Purshe Kaplan Sterling Investments
  • Key Man Life and Life Insurance to fund Buy / Sell Agreements
  • Long Term Care Insurance


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