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.
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