The LG Way

There are quite a few brokers, agencies, and consultants out there and choosing the right fit for you and your business is no easy task. In fact, in order to make that choice the business leader must first possess a deep understanding of both your priorities and corporate culture. At LG PLANNING GROUP our mission is to help you develop the necessary understanding of both and to help you succeed. We only know one way to do things, and one way to interact with our clients, the LG WAY. The LG WAY is comprised of 3 main points of focus that result in a unique solution tailored to fit the needs and goals of each client. The points of focus are:
  • How can we help our clients identify and communicate their main goals?
  • How can we align our efforts to help them achieve their goals?
  • What are the services and resources that will support them on their journey? 



Discovery – The discovery process allows us to better understand your needs and put our corporate benefit, risk management, and wealth management experts to work, building you a solution that will help you achieve your goals.

Evaluation – Depending on your needs, we can design: Employee and Executive Benefit programs to help you attain and retain high quality talent; secure General Liability and Cyber Security coverage to protect your business; implement 401K plans with matching student loan payments to help reduce the debt burden for gen Y and Z employees; and structure wellness programs to improve the physical and mental health of your workforce.

Development – LG’s custom solutions use data, analytics, demographic analysis and corporate goal alignment to build you a comprehensive plan that is right for you. We then create your need cost analysis, prepare market research, build and market RFPs and structure your final solution.

Implementation – At the culmination of the process we wrap it all together in your digital handbook and HR partner portal, eliminating paper and detailing plan details, compliance documents, vendor contact information, employee contributions, additional resources, additional options, and much more.

Throughout the process, LG’s account team is right by your side helping you make decisions on medical plan selection, voluntary benefit integrations, identifying risks and providing personalized financial advice for you and your employees. In addition, your account team will also provide education and advocacy on plan utilization, claims fulfillment, HR compliance protocols, and regulatory updates.

At LG PLANNING GROUP, we don’t bring on new clients, we bring on new partners.


Contact Us

Please feel free to contact us with any questions you may have or to set up a free consultation