What you should know about the impending shift
in employee benefits.

By 2018, 40 million employees will buy benefits through private exchanges.
What are private exchanges? How can employers budget more effectively?
How can employees become better consumers?

What are your challenges?

Employee Benefits

Are you an HR professional or business owner? Do you have trouble navigating through the challenges of healthcare reform? Do you offer a competitive employee benefit package?

Private Exchanges

How will private exchanges affect the way you purchase benefits in the marketplace? How will they affect the way you budget for benefits? Do you know about the advantages of a private exchange?

Individual Planning

Are you preparing for retirement? Do you have money set aside for your child’s education? Do you have the necessary insurance in place to protect your family from risk?

What Our Clients Say...

Tammy Datris was highly recommended to us as a broker when we initially decided to obtain small group health insurance for our employees. For the past fourteen years she has served us well, always knowing and well-informed of the constant changes in the health insurance industry. We feel Tammy truly cares for her clients and works hard to offer the best for them. We have developed a great relationship and feel so confident that this trust will carry on for years to come. One of the best!

Judy Kagarise - Office Manager, Cove Family Practice

Need help? That's why we're here.

Request A Call

Request A Call

We’d be delighted to assist you with any questions you may have about the changing regulatory environment, insurance, retirement benefits, and what we can offer you.

Request A Visit

Request A Visit

One of our team members will meet with you personally to demonstrate how a defined contribution approach can work for your company and employees.

Get Educated

Get Educated

Our Learning Center provides a wealth of free information and resources on defined contribution, healthcare reform, and other relevant topics.