Consulting & Brokerage Services

Unlike traditional Health and Welfare benefit firms, The Benefit Planning Group provides equal emphasis in all three representative roles:

Consulting - Whether utilizing traditional insured products or designing customized self-funded benefit programs, The Benefit Planning Group utilizes proven methodologies to create cost efficient and stable programs that employees value.

Brokerage - The Benefit Planning Group provides truly independent and comprehensive brokerage services annually to each client.  The underwriting perspective of our staff ensures that marketing efforts produce the best possible results every year.

Advocacy - After the benefit program is designed and the appropriate vendors selected, The Benefit Planning Group remains engaged with clients through: