Giving Your Employees The Security They Are Looking For

Serving New Mexico, Texas, Arizona, and Colorado

Attract and Retain great employees with the right benefits.

According to a recent Society for Human Resource Management’s survey, companies that use benefits as a tool for recruiting and retaining talent reported better overall company performance and above-average effectiveness in recruitment and retention compared with companies that do not.

deferred compensation
Non-Qualifying Plans

Allows your key employees to defer taxes until retirement to benefit from a lower tax bracket.

Protection Plans

Allows your key employees to defer taxes until retirement to benefit from a lower tax bracket.

Employees discussing benefits
Employee Benefits

We meet with each employee to explain their group benefits and to customize a plan to fit their needs.

Woman practising yoga
Medical & Wellness Benefits

A company that has a culture of healthfulness will have an engaged workforce.

Woman doing dental practice
Voluntary Benefits

Benefits such as Dental, Vision, Disability, Cancer, Cardiac, Accident, Legal, Pet Insurance, and more…

How does retirement look to your employees

Let’s face it, as a business owner you are probably thinking about how best to take care of your employees. But why stop there? You should also be looking at ways in which they can benefit from working with and for the company long after their employment ends! One great idea would be providing them access not just healthcare coverage, but partial retirement plans so that these valuable members will have security when leaving full-time jobs or developing new careers on their own terms.

5 Frequently Asked Questions

Each carrier has its own requirements, but some general guidelines include:

  • You must be actively engaged in a legal business.
  • You must have at least 1 non-relative employee eligible for coverage.
  • You must be headquartered in New York State.
  • Your insurance must not have been cancelled due to non-payment during the last 12 months.
  • Be prepared to provide documentation such as Federal EIN, tax returns, and NYS-45

Yes, but your choices are limited to individual plans, and premiums are more costly.

Not necessarily, but some carriers have participation requirements.

Generally, no, but it’s also a good incentive to help you hire and retain good employees!

For experience-rated groups (50+ employees), a deductible credit can be negotiated with the new carrier. For community-rated groups (up to 50 employees), unfortunately carriers do not recognize out-of-pocket expenses that you’ve paid while enrolled in other health plans

What Our Clients Say About Us...

"Very upfront and honest about their services and offerings. I highly recommend!"

Brion on Google

"Tim Meuret was so informative and explained things on a level I could understand. He took all the stress away from making my Medicare decisions. I would give him 10 stars if I could. I'm thankful for his expertise and guidance"

Charlene on Google

"Tim was efficient, professional and so kind!! He took care if my disabled vet daughter's Medicare plan perfectly! I'd highly recommend Tim and his company!"

Amy Lucero on Facebook.