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Keep Track of Your Beneficiaries

Money Talk

Who is going to get what you someday leave behind in life insurance policies and/or tax-deferred retirement accounts? Beneficiary designations are important estate-planning tools and should not be overlooked to make sure your hard-earned money gets passed down to those you select to receive it.

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Annuity Myths and Facts

Money Talk

An annuity is a contract between an investor and a life insurance company. Annuities are sold by insurance agents, stock brokers, and other financial advisors. What Not to Do - Annuities are generally not appropriate for qualified retirement plans such as 401(k)s or IRAs. Look for highly rated, low-expense vendors.

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PES Benefits

HR Lineup

PES Benefits provides a comprehensive suite of employee benefits, covering various areas such as health and wellness, retirement planning, and financial security. Retirement planning is another crucial aspect of PES Benefits’ offerings.

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Financial and Lifestyle Concerns of Retirees

Money Talk

Hybrid Insurance Plans - Many people are hesitant to purchase long-term care insurance (LTCI) because it can be difficult to find, is expensive (especially after age 60), and they may not need it. This has led to the availability of life insurance with a chronic illness rider.

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4 considerations when choosing employee benefits for the first time

WEX Inc.

Assess your ability to cover the deductible before choosing this plan. Watch the video to hear more from our own Jason Cook about the retirement-planning potential of an HSA. It ensures that your pets receive the care they need without straining your finances.

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Marsh McLennan Agency

HR Lineup

MMA’s employee benefits program includes a variety of health, dental and vision insurance plans that are designed to meet the specific needs of different organizations and employees. The company also offers life insurance and disability coverage to help employees and their families secure their financial future.

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NFP Employee Benefits

HR Lineup

They offer a wide range of services, including group health insurance, dental and vision coverage, life insurance, short- and long-term disability insurance, flexible spending accounts, and more. NFP’s financial wellness services are designed to help employees manage their finances and reach their financial goals.