Financial Institutions

We conduct a detailed comparison of all available funding options to include financial aspects, risks, potential economic benefits, tax savings, cash flow, and other elements of self-funding.

In the tax liability mitigation process, our team helps the client minimize the amount of tax owed by identifying available and relevant fiscal incentives in current tax legislation.

We help guide clients through the diversification process, which includes moving into a new market or product (organically or via acquisition) to generate a new source(s) of revenue and increase cash on the balance sheet.

Along with our client’s chosen insurance carriers, we set up a user-friendly online resource where employers and employees can shop for and enroll in health insurance plans, as well as access customer support.

We provide guidance and/or help in transitioning to a captive plan where clients work outside of the traditional commercial insurance marketplace to achieve their own risk financing objectives by wholly owning and controlling their own insurance company.

Our team provides clients with guidance on choosing the right plan for the organization and its employees.

Our team takes a personalized approach to plan design and consulting by assessing our client’s financial objectives and assessing both organization and industry issues and related risks, while also drawing from our Global Benchmarking Portal to analyze critical information needed in determining the best approach to risk management decisions.

We provide clients with safety and risk management educational and engagement opportunities through our 360 Online Risk Management Center—accessible to our client’s entire organization.

We walk clients through the vendor selection and management process to ensure partnerships are meeting the key needs of your organization.

Through our investment analysis, we make recommendations based on current market trends and client-specific financial goals.

Executive benefits include supplemental benefits and perks, such as additional insurance coverage, extended PTO, a deferred compensation plan, financial and legal counseling, and more.