Employee Benefits
About Employee Benefits
Saving you money! With decades of experience, our team offers an extensive portfolio of group benefits to employers in the Northwest. We continuously evaluate the market and help you design the best package at the best price. We thoroughly analyze an expansive range of solutions and present them to you in a way that makes sense and helps you make the best decision for you and your company.
Small Business Planning Services
Our approach is unique because we invite our clients to call our office rather than the insurance company. We want to help. You can determine the extent of support you want from our office. If it entails processing all enrollments, terminations, address changes and employee status changes, then we will assist you. If you have questions regarding benefits, claims, providers and billing, it is our mission to take those tasks off your plate. If we do not have the answer when you call, we will spend our time researching the answer rather than redirecting you to another number.
Whether it is a minor prescription claim or a battle with cancer, your concerns are our priority. If you don’t understand the claim resolution, we provide the research and will analyze the claims and provide a report detailing how the claims were processed. As your advocates, our office helps facilitate getting the claims processed and paid appropriately. When you are battling with your health or that of a loved one, your focus should be on getting better. The focus should not be health insurance claims. Let us take that burden off your plate. At Wallingford Financial, our staff is dedicated to personal service, building long-standing relationships and a commitment to your interests. We can help you contain benefit costs, understand your benefits and retain valuable staff. Come see why our clients continue to refer their friends and family to us time and time again.
Administration
Saving you time! As your partner, we reduce your workload and process your enrollments, terminations, address changes, and medical ID card orders. Our team provides claims assistance and advocacy so you and your staff save valuable productivity time. We have experts to help you make sure you are compliant with state and federal laws regarding healthcare.
Hiring & Retention
Helping you bring on the best and keep them! Our creative strategies help you remain on top in a competitive marketplace. We assist you in designing coverage that will reward and keep your best employees despite their vastly different insurance needs and budgets. Offering group enrollment and ongoing educational meetings in an understandable format helps your employees get the full value of their benefits.
Income Protection
We protect your pocketbook! Your ability to get up and go to work is your most valuable asset. Our experts design income protection plans for you and your entire team that will protect your income today and your ability to make retirement contributions if you become disabled.
Retirement
We get you to and through the homestretch! We work with you to implement a retirement strategy for you and your employees, including any personal guidance your employees need or request.
We help you transition to your future! You put your heart and soul into growing your business. Our expert business planners can develop a strategy for you to retire and leave the business to a successor. We can help you calculate the cost of retiring and see if you can afford to live the lifestyle you planned.
