Education

Employee Benefits and Financial Planning are confusing subjects to the majority of Americans today. Very few of us have a personal financial planner we can go to for advice. We have a saying about this in our office;

"the insurance man ain't coming around anymore"

What this means is that for the majority of Americans today, the place where they do almost all of their financial planning is at the workplace. It also means that most of us are from the South. We feel we have a duty to do everything we can to fully educate everyone about the benefit plans offered. How are the plans used? What should I take? What is the best way to save for retirement in the educational world?

Our benefits implementation process includes a heavy emphasis on teaching everyone about the benefits being offered.  Not just abut the benefits, but how the benefits are used. There are numerous ways we educate your employees on the various options available to them.  Among them are:
Faculty meetings, One-on-one enrollment consultations, Online benefit management systems with 24/7, individual information, Employee benefit websites specifically tailored to your employee benefit plans, Your HR department’s own HR Insider® website, dedicated to benefits laws and information, Custom employee benefit “magazines” tailored to your plans, and much more.

Developing communication methods with our clients is of great importance to us.  We’d love to discuss these options with you and your benefits team.