Wellness & Health Management
Wellness consulting
Evidence-based programs
Worksite wellness evaluation
Employee engagement surveys
Onsite biometrics
Health quality assessment
Voluntary Benefits
Worksite benefits
Identity theft & cybersecurity
Pre-paid legal services
Pet Insurance
Underwriting & Market Analysis
- Predictive modeling
- Claims & stop loss analysis
- Contribution strategies and analysis
- IBNR: Reserve analysis
- Pharmacy benefit management analysis
- Self-insurance assessment
HR Services & Compliance
DOL/ERISA/ACA
ACA Reporting
HIPAA privacy and data security
Signature-ready 5500 filing
SPD Wrap Document/SMM
Federal & Statutory Compliance
Global Benefits
Business travel accident
Expatriate and third country national
Country guides
Multi-national pooling
Repatriation
Executive Benefits
Buy/sell coverage
Key person life
Deferred compensation
Long-term care
Executive disability
Universal life
Employee Advocacy
Help Desk
Claims Concierge
Risk Mitigation
Life Insurance
Disability Income Insurance
Long-term Care Insurance
Institutional
Corporate Retirement & Executive Benefits
Business Succession Planning
Personal Risk Management
Wealth Management / Asset Advisory
Wealth Management
Investment Analysis & Implementation
Estate & Trust Planning Strategies