Bespoke Solutions

Employer Sponsored Retirement Plans

Today’s employers are faced with many challenges when designing and managing their organization’s retirement plan.  Four of the biggest concerns are managing risk and reducing liability, finding ways to delegate more plan tasks, ensuring better participant outcomes, and lowering costs and increasing contributions.  We help our clients overcome these concerns while ensuring that each plan we work with is customized to meet the needs of the employer, their managers, and employees.

Healthcare Costs in Retirement

Healthcare costs can and will be significant for most people retiring in the future. Those individuals who have saved and been successful in accumulating assets and income may see their out-of-pocket healthcare costs eclipse $1 million dollars in retirement. Like long term care, we offer a free analysis that estimates the unfunded liability of retiree healthcare costs.

Life Insurance

Finding the right life insurance for you and your family can be overwhelming.  Determining the right amount of coverage and which product best fits your needs and pocketbook is a major frustration of individuals and organizations.  We have created multiple tools and websites that educate about the different types of life insurance coverage available today and even allow for the direct purchase of coverage for those that are interested. These resources can be found on our Healthcare Genius Marketplace

Long Term Care

If you or a family member has ever had to care for a loved one, then you already know the difficulties associated with a long term care event.  Our healthcare planning report from Aivante helps forecast the potential costs of long term care.  From there, our clients can then put in place a plan that will fund for these potential costs in a number of different ways, including providing return of premiums if the coverage is never used or benefits that can be paid out directly to surviving family members or charities.

Insurance to Cover your Gaps

Everyone should have access to options that can assist them with paying for out-of-pocket healthcare costs caused by known or unknown events. Our suite of benefits includes coverage for accidents, critical illnesses such as cancer, heart attack or stroke, along with hospitalizations, short and long term disability coverage, and coverage that can assist in paying health insurance deductibles.  These resources can be found on our Healthcare Genius Marketplace

Additional Employer Sponsored Benefit Plans

In today’s world of ever-increasing healthcare costs, it is important for organizations to not waste money. We provide organizations with a data-driven approach to evaluating the many group healthcare options in the marketplace so we can maximize the value to the organization and employees. In addition, we design employer sponsored dental, vision, short and long term disability plans, life insurance, employee assistance programs, long term care coverage, and more

Health Care Genius Marketplace

Health Care Genius Marketplace

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