Accountants
Accountants!
How can we work together?
What do you want to DO for your clients?
✅Group Coverage
✅Employee Benefits
✅Funding an Exit Strategy
✅Key Person and Golden Handcuffs
Let me help make your life easier... Let's talk payroll!
Do your clients constantly flood your inbox with emails like:
"John is no longer with us."
"Here's the info for a new employee."
Have you ever stopped to think:
How much could they save by reducing employee turnover?
How much could they save by not having to constantly train new hires
(who might end up working for their competition and stealing clients)?
How much revenue are clients losing...
because they don’t have enough staff to take on new jobs?
And here is your question:
How much time and money are YOU wasting
managing client needs?
Let’s fix this together!
Side note: I can also help your Medicare Age Clients (65+)
COMPANY
General Disclaimers/Disclosures to Satisfy the Attorneys/Legal Dept
I am a licensed Insurance Agent in any state I do business in
I am not an attorney, I do not give legal advice but I know some if you need one
I am not an accountant, I do not give tax advice but will direct you to talk to one and have some I can introduce
I am not a doctor, I do not give medical advice but I can help look up doctors in your network
I represent multiple carriers so I have more options for you
I mainly do virtual appointments, I live on top of a mountain in the middle of nowhere (about 45 minute to Crossville...you know, the BIG CITY ;)
Most policies are not guaranteed issue aka you have to apply and answer some questions
Your privacy is important to me, if you are referred to me by someone, I might tell them "Thank you for the referral" but will not use your name or discuss our conversation
We do not offer every plan available in your area. Currently we represent 8 organizations which offer 38 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options
Updated 10042024
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