TRADITIONAL

Minimum of 3 employees

We design comprehensive programs suitable for your employees and your budget.  We provide complimentary financial training for employees covered under our programs.

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BASIC

No minimum enrollment. Available for Sole Proprietors without employees.

 An innovative solution allowing businesses to cover costs of health care incurred by employees. A great starting point for new or small businesses.  Includes complimentary financial training for all covered employees.

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COMPONENTS FOR GROUP BENEFITS

  • Group Pensions or Registered Savings Plans

  • Health Insurance – Drugs, Vision, Hospital or major services

  • Dental Insurance

  • Life Insurance & Dependent Life Insurance

  • Critical Illness Insurance & Dependent Critical Illness

  • Disability Insurance

  • AD&D – Accidental Death or Dismemberment

  • Travel Insurance

  • PHSP – Personal Health & Wellness plans

  • Group Financial Education Seminars for Employees

  • Individual Financial Consultations for Employees.

ADDITIONAL SERVICES FOR BUSINESS

  • Business Continuation Planning

  • Business Succession Planning

  • Strategic Planning for tax-efficiency