Health +

       SMALL BUSINESS              LARGE BUSINESS              LIFE INSURANCE              COMPLIANCE

I help families and businesses determine the right kinds of insurance they need, at a price that’s right for them.  I am truly interested in what is important to you and often meet or talk to families or human resource officers about potential changes or questions about coverage or policy. Following is a fairly comprehensive list of the ways I can bring value to you or your organization.

How can I help you today?

Healthcare Reform

We are proud to announce that our agency includes Certified Healthcare Reform Specialists (CHRS).chrs-logo-100x100 With this designation, our agents are more qualified to advise their clients to ensure that changes stemming from healthcare reform are being implemented according to new guidelines.

Follow our Healthcare Reform Partners of Kern group on LinkedIn for current news and trends occurring in healthcare reform.
We specialize in a wide variety of plan types and lines of coverage.

hcrtoolkit3MEDICAL PLANS

                                                                            Point-of-Service (POS) 

Health Maintenance Organization (HMO)

Preferred Provider Organization (PPO)

High-Deductible Health Plans (HDHP’s)

Self-Insured Plans 

HSA

RETIREMENT PLANNING

401(k)

Pension/Profit Sharing Plan

VOLUNTARY PRODUCTS

Dental

Vision

Disability

Life/AD&D

Long-Term Care

Aflac

 OTHER EMPLOYEE BENEFIT PLANS

Dental Plans

Short-Term Disability

Long-Term Disability

Vision

Group Life/AD&D

Section 125 Plans/FSA

Long Term Care

Individual Plans

Medicare

Telemedicine

PROPERTY CASUALTY

General Liability                                                              NYFotography - 138 (2)

Workers Comp

Employers Professional Liability Insurance              

Errors & Omissions

Bonds                                                                                  

Personal Lines for Home & Auto

When it comes to running a business, or running a family for that matter, having the facts can make all the difference in the world. Whether you are expanding your family or business, trying to optimize your benefits program, or trying to balance cost with value – I am here to answer your questions and provide advice on issues you may not have considered.  As seasoned experts we have most information at our finger tips, but what we don’t have I can get for you.

In addition to our own professional staff, our firm is able to provide a wealth of resources 
to our clients through other value-added services from our partners specializing in:

Human Resource Management                                                                        Mergers & Acquisitions

Family Business Development                                                                          Conflict Resolution & Mediation

Process Improvement and Quality Management                                       Succession Planning

Property and Casualty                                                                                        ERISA Compliance

FMLA Management                                                                                             COBRA Administration

Payroll/HRIS                                                                                                           Tax and Accounting

Legal Services                                                                                                        HR Consulting and Advice

Payroll                                                                       Any business related concern you have…Just Ask!

I am here for you 2

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