Mployer Advisor

The Certified Financial Planner (CFP) designation is one of the most widely recognized in the finance industry and indicates a high level of competence, education, and knowledge within numerous aspects of money and investment management. But what is Certified Financial Planner?

Adding the benefit of a 401(k) plan for your employees can do wonders for morale and retention, but simply setting up a plan isn’t all that is required. The landscape of retirement planning and investment options is constantly evolving, making it crucial to stay informed and ensure that your 401(k) plan is optimized.

When structured and implemented well, a 401(k) plan can be an important component of an employee's financial well-being and state of mind. Selecting an advisor for your company’s 401(k) plan is an important first step to building a plan, as they will play a crucial role in its creation, implementation, and administration. The right plan can help to secure your employees’ financial futures, improve employee morale, and help attract and retain top talent to and in your company.

Data collected from and for employee-benefits-related purposes can have many applications to benefit your company beyond improving benefits plan management.

Artificial intelligence is in the process of reshaping the insurance brokerage industry and significant improvements in efficiency are already being gained by the early adopters in the AI space.