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Lines of Coverage-Wizdom Tree

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DOWNLOAD OUR LINES OF COVERAGE HERE

DOWNLOAD OUR 'WHY' LINES OF COVERAGE HERE

Benefit Administration

  • HR Library
  • Wellness Programs
  • Healthcare Reform
  • Payroll Vendor Access
  • COBRA Administration
  • Enrollment Support and Enhanced Technology
  • Employee Booklets / On-Demand Benefit Videos

Executive Benefits

  • Key Person
  • Executive Bonus
  • Split Dollar
  • Buy-Sell Agreement Funding
  • Disability Buy-Out
  • Disability Insurance Carve-Out
  • Long Term Care Insurance
  • ESOPs (Employee Stock Options Plans)
  • Executive Incentive Plans & Business Continuity Strategies

Voluntary Benefits

  • Voluntary Core Benefits
  • Voluntary Permanent Life
  • Group Auto and Home
  • Employee Loyalty Programs
  • Identity Theft Protection Plans
  • Corporate Sponsered College Saving Plans
  • Group Legal
  • Pet Insurance
  • Critical Illness

Core Benefits

  • Group Medical, RX, Vision
  • Group Dental
  • Group Life / AD&D
  • Group Long & Short Term DisabilityGroup Retirement Plan

Alternate Funding Strategies

  • Self-Funded Plans
  • Supplemental Executive Medical Plans
  • PEO (Professional Employer Organization) Acess
  • Individual Health Insurance Analysis & Enrollment
  • HRA (Health Reimbursement Plans

Tax Favorable Employee Accounts

  • FSA (Flexible Spending Accounts) and Dependent Care
  • HSA (Health Savings Accounts)
  • POP / Section 125 Administration
  • Parking and Transit

*The services listed above are offered through WizdomTree Benefit Solutions Inc. WizdomTree Benefit Solutions is conducted independent of Investment Center. Investment Center assumes no responsibility for any advice or services provided to you by these entities. You are solely responsible for conducting your own due diligence.