Clear communication is a key ingredient in the success of any employee benefit, life insurance or estate plan. By listening to our clients and developing strong relationships, we create customized strategic plans that include products and solutions to ensure that there is confidence that the correct decision is being made.

Benefits Communication

Today’s workforce has diverse needs and they appreciate having a choice of select benefits. This new environment requires timely and accurate distribution of information. An essential cornerstone
to our proven communication systems is the lost art of listening.

To fully enable the communication process, a wide array of tools are available to you, such as a customized Employee Benefit Website, Total Compensation Statements, Employee Newsletters, and employee access to the TBG Benefits HelpDesk™.

Life Insurance, Estate and Business Planning Communication

One certainty about the future is that there will be change. Just as our client’s needs change, tax laws and industry techniques are constantly changing. Our Family Security Expander™ is designed to determine client’s needs, analyze alternative solutions, and ultimately keep plans up to date.

First, we listen, collecting and evaluating all of the relevant information needed to provide appropriate solutions. Then, through our relationship with NFP, our system compares the offerings of several major insurance carriers providing our clients with a clear understanding of available options.

Our long standing relationships with trusted insurance and financial institutions provide access to major companies with the touch and guidance of a time tested local firm.