Services

We are proud to announce that we have hit the web in a big way!  Our services include:

Benefits Consulting

  • Medical Plans (indemnity, PPO, EPO, HMO)
  • Dental Plans (indemnity, PPO, DMO)
  • Short- / Long-Term Disability Insurance
  • Life & Accident Insurance
  • Pension / Profit Sharing Plans (including 401(k)s)
  • Deferred Compensation / Executive Bonus Plans
  • Employee Communications
  • Cafeteria Compensation Plans
  • Self-Funding of Plans
  • Employee-Pay-All Plans
  • COBRA Education

Other Service Areas

  • Key Management Benefits
  • Selective Executive Retirement Plans (SERP)
  • Private Pension Plans
  • Disability Salary Continuation Plans
  • Estate Planning
  • Business Continuation Planning
  • Key management Insurance
  • Buy & Sell Funding
  • Estate Tax Reimbursement (Sec. 303)
  • Disability Buy-Out
  • Mutual Fund Investment Services offered through Lincoln Financial Securities Corporation
  • Variable Annuities offered through Lincoln Financial Securities Corporation

In the dropdown at the top of this page is a sampling of additional services we offer.

Securities offered through Lincoln Financial Securities Corporation, Member SIPC to residents of California and Florida. Lincoln Financial Securities Corporation and its representatives do not offer tax or legal advice.  You should consult your individual tax or legal professional regarding your individual circumstances. Some life insurance and annuity policies involve exclusions or limitations.  For costs and complete details of coverage, contact your agent. Lincoln Financial Securities and Pacific Standard Insurance are not affiliated. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation.