Our Products

Group Planning Options:

Benefit Plan Strategies, LLC serves clients with 100 to 5,000 employees, and we assist our clients in designing value-based competitive group benefit programs, including: 

  • Full Benefits Consulting Services
  • All Group Benefit Plans
  • Retirement Plans
  • Benefits Technology 
  • Specialty Key Person Retention Plans for Business Owners & Key Employees
  • Personal Planning
  • Post Retirement Lifetime Income Plans

In addition to the above, we have a team of professionals ready to assist your employees in the areas of individual planning.  John Daly normally works with business owners and key executives, and other professionals are available to work with all other employees.

With the variety of life insurance and financial products we provide, we can help you address a number of business and financial needs.

Please review the full range of products and contact us to help you fully analyze your needs and recommend appropriate strategies.