How We Help You; Employee Benefits Plans

We work to make selecting, implementing and managing the benefits and insurance side of your business or practice as easy and worry-free as possible.

 

Our services are designed to customize an employee benefit plan to meet your unique needs, and assist you with the management of the plan once set up.

 

Our Services Include

  • Long range strategic benefit planning & design

  • Insurance carrier review, evaluation, quoting and analysis

  • Presentation of several competitive options to select from 

  • Employee education and enrollment meetings

  • Customized employee enrollment guides 

  • Customized employer administrative guide

  • Employer online benefits portal 

  • Ongoing administrative support throughout the year

  • Coordination of regulatory compliance services with other professionals

  • Annual review of your plan as well as the current market environment

  • Quarterly check-up calls 

  • Employee assistance with claims, benefit questions & administrative issues

Being an Independent Insurance Agency

allows us to present you with the "best in class" solutions & products.

 

Our recommendations are based on your specific needs and our analysis and not directed by any insurance company, bank, or other insurance agency arrangement.

 

We are Fiercely Independent!

Group Insurance Plans  

  • Health

  • Dental

  • Vision

  • Life 

  • Disability 

  • Long-Term Care 

  • Voluntary Benefits: accident, critical illness,
    24x7 virtual doctor visits & more

 

Administrative & Compliance Services  

  • Cafeteria Plan Set-up

  • Health Savings Accounts 

  • Health Reimbursement Accounts

  • Insure Oklahoma Premium Assistance Program

  • COBRA Administration 

  • ERISA Plan Documents

  • HR library and tools to help with
    the people side of your business

Executive Benefit Plans

  • Non-qualified deferred compensation plans

  • Executive bonus plans

  • Key Person Insurance 

  • Buy-Sell Insurance

Retirement Plans (a)

  • 401(k)'s 

  • SIMPLE IRA's

  • SEP's
     

"Take the next step in simplifying your employee benefit plans!"
 
"Schedule a No Obligation Get to Know Us Meeting to
help you determine if our services are right for you. 
Lets Meet!"

".Call Us Today... 405.720.0333 or Schedule an appointment by "Clicking Here 

 

(a) Retirement plan services are offered through Schreier Financial, LLC a registered investment adviser in the State of Oklahoma.  Retirement Plan Services are only provided in the State of Oklahoma.   Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.