UNLOCK $500+ PER EMPLOYEE IN TAX SAVINGS

Who Are We?

• National brokerage with 56 years of experience
• 4,000+ agents nationwide
• Insurance offerings for over 250,000 clients

Why This Matters to CFOs

The Financial Impact

Example:

• 300 employees = $144,000+ in recurring savings per year
• Employees receive up to $80 more per paycheck
• 24/7 Healthcare Provision
• Zero Cost

How It Works

1. Submit census
2. Employees opt-in
3. Payroll adjustment
4. Employee training & payroll setup (30–45 days)
5. Tax savings realized

Compliance First

• Built with oversight from McGuire Woods LLP
• Fully compliant with IRS, DoL, and healthcare laws
• Zero audit risk

What Employees Receive

Implementation Timeline

Let's Talk Numbers