Heartland Retirement & Benefits Consulting, LLC
employee benefits
employee benefits consulting
Heartland Retirement & Benefits Consulting, LLC provides innovative employee benefit solutions that attract, recruit and retain quality employees. As a full-service consulting firm, we provide a comprehensive analysis of the benefits offered to your employees as well as explore additional solutions to enhance your company benefits package.
As an independent insurance agency, we provide a wide range of employee benefits products from a wide range of insurance companies which allows us to compare both value and cost solutions for our customers.
Most recently with the increased challenges of providing cost effective and quality group health insurance, our innovative group health plan has been very successful in shifting dollars from the insurance company back to the business. Our plans offer more customized benefits tailored to your employees in addition to individualized customer service for both the business and its employees.
- Annuities
- Medicare Education & Insurance
- Social Security Planning
- Long-Term Care Insurance
- Group Health Insurance
- Long/Short Term Disability
- Life Insurance
- IRA's & 401(k)
custom employee benefits consulting plan
Complimentary Intro Meeting (45-min)
In addition to a friendly conversation, we will use this meeting to ensure your situation matches our expertise.
We will also clearly explain our service model + answer ALL of your questions. No decisions are required at this meeting.
Discovery Meeting (60-min)
One week prior, we will collect prior year’s Annuity & Life Insurance Policy Statement(s), and any other documents we may need.
During the meeting, we will verify all data collected is accurate, ask important questions, and get crystal clear on your retirement needs and concerns.
Plan Delivery Meeting (90-min)
In this 90-min meeting, we will present your custom Employee Benefits plan.
The plan includes our findings + actionable steps for maximizing retirement income.
(Note: Sometimes one more meeting is necessary. You might have more questions or want to see another scenario presented. If so, we will happily accommodate!)