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Your interest are put first
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A professional resource
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Quick, accurate responses to your daily benefit
issues
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Aggressive rate negotiations
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Solid, long-term working relationships with
quality insurers
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Executive plan summaries
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Highly sophisticated data infrastructure built
on flexibility to better serve you
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All digital communications - served your way
... CD, internet, intranet, DVD, VHS
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Full in-house multi-media production studio - state of the art,
broadcast quality
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Employee benefit brochures, laid out and
maintained by us - custom designed
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Employee Benefit video DVDs at broadcast
quality - custom designed
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Interactive benefit guides and
orientation guides, hosted by us
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Membership in:
- The National Association of
Insurance and Financial Advisors
- Association of Health
Insurance Advisors, Washington, D.C. - Charter member
- Society of Financial Service Professionals
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Professional designations:
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Joel Harvey, CLU, LUTCF
- Leza Marioni, PAHM
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Paula Meyer, FLMI, ACS
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79 years of combined insurance experience
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Client retention is maintained at many times
the industry average ....... come see why
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Controlled growth – this means your services
aren’t sacrificed to support new growth
