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EMPLOYEE BENEFITS

Efficiently and strategically administer your employee benefits plan.

ESTATE PLANNING

Customized design, funding and implementation of estate wealth plans.

Insights From The Bottoms Group

Direct Primary Care: The Promise & The Pitfalls

March 7, 2023

Since direct primary care plans are often built on a reference based pricing plan chassis, let’s quickly recap the key components of reference based pricing.

life-long-term-care-disability-insurance

What We are Seeing… Life, Long Term Care, and Disability Insurance

February 14, 2023

Clients want a simplified application process. The application process is becoming more palatable and electronic. For healthy applicants who meet certain parameters, it is possible to complete the process and have coverage initiated within a couple days.

Voluntary Coverage: Maximize Your Benefits

February 7, 2023

Employees can be given the opportunity to buy voluntary coverage or supplemental insurance in addition to the company’s core employee benefits package.

Designating a Beneficiary: Safeguarding the Transition of Assets

January 18, 2023

The details matter. Let’s put a spotlight on the importance of carefully thinking through primary and contingent beneficiary designations on individual and group life insurance coverage. Our desire is to help our clients avoid future problems.

Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. The Bottoms Group, LLC and Lion Street Financial are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquires, only in state(s) in which they are properly registered and/or licensed.

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