Broker Check

Insurance, Annuities and Investments

Our services are designed to assist plan sponsors, business owners and Human Resource executives and individuals in designing and placing insurance protection, savings accumulation plans, and investment programs.

What we do:

Our knowledge and expertise provides clients with solutions based on your objectives. Insurance and investment products are complex, and we strive to educate decision makers so that a broad range of factors are used in determining appropriate solutions.

Key decision factors focus on primary objectives of the savings, investment or insurance program. Factors considered include cost, administration, and effectiveness in meeting objectives for plans, participants and individuals. We work in tandem with direct placement program providers, pools and consortiums, as well as designated agents and representatives when applicable to client projects.

Service Areas

  • Consulting
  • Brokerage Services
  • Financial Analysis and Forecasts
  • Enrollment
  • Communication and Education
  • Management and Employee Focus Groups
  • Fiduciary Guidance and Services

Investment Services provided through Wright Benefit Advsors inc. in Illinois Registered investment Advisor.