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Allow Employers to show their employees annually the benefits they’re providing so employees will see the true value of their benefits package and if they meet the employer’s and their employees’ expectations.
These onsite informative seminars will help employees get a head start on preparing for the future.
We will provide one-on-one financial reviews to company executives. We will also be able to show the employees how to build their own personal financial strategy on the foundation of their benefits program.
Allows us to assess current costs and options. We will review medical, dental, workers’ compensation, executive plans, life, retirement plans, general liability, and any other benefit to ensure the programs are cost efficient and that they meet the employer’s and their employee’s expectations.
Allows us to work with employers to determine the most tax efficient compensation plans for owners and other key employees.
Allows us to work with owners of closely held businesses to recommend products suitable to their business continuation plans.
Take the burden of COBRA Administration from the employer and let an expert handle all related issues.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer. state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link: Privacy. As an extra measure to safeguard your data, we do not sell personal information.
Securities offered through Royal Alliance Associates, Inc. (RAA). member FINRA. SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
We are licensed to sell Insurance Products in the following states: TX
We are registered to sell Securities in the following states: TX, VA Privacy Policy
We value your privacy and never sell your information.
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