Wingert  Financial Services

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GROUP BENEFITS             Quality benefits help attract and retain quality help...



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GROUP BENEFITS

 

Shopping for group benefits can be tiresome and confusing.  We make the process an easy one, that's what we do best.  After supplying us with some basic company information, we shop the market and compile the results.  What we present to employers are product quotes from multiple carriers that are concise and easy to understand. 

 

We handle as much or as little of the enrollment process as the employer would like.  Whether employees are spread across the country or all under one roof, we make the process simple.

 

Our work does not end there.  We continue to service our group clients throughout the year by helping with new hires, terminations, HIPPA certificates, COBRA issues, escalating claims, explaining benefits to new employees, and more.


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MEDICAL

 

A group medical plan does not have to be expensive.  One of the ways in which we help employers decide what type of plan is right for them, is by matching the needs of their employees to the plan design.  All too often business are paying for benefits that none of their employees are using.  How we best help our clients, is by listening to their needs and knowing what products in the industry will help them the most. We offer all of the leading companies.  From 3 employees to 300, we take pride in helping employers find medical coverage that fits their employees and the company budget.


 
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DENTAL

 

We have access to over 15 companies offering dental insurance.  Just like medical insurance, dental insurance can be reasonably priced while having excellent benefits that will keep employees smiling.


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SUPPLEMENTAL

 

A group benefits package is not complete without life, disability, & long-term care insurance.  They are for employers who are serious about attracting, retaining, and motivating employees.  These products can be added any time…. call for details


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RETIREMENT

 

We help businesses select a plan that is right for them.   Many employers will wait to set up a plan because they are not able to match contributions. Simply allowing employees to make a payroll deduction into a qualified savings account, without a match, is a positive employee benefit.  Whether it is a 401(k), SIMPLE IRA, SEP IRA, or any other qualified retirement plan, employees cannot save for retirement without one.  Call us today to see how easy it is to get started.



 
Do you or someone you know.............

h Spend more time planning vacations than retirement?

h Want to save for a child's education?

h Not really understand an employer's life and disability income insurance plan?

h Spend too much money on medical insurance?

h Feel like the IRS is getting too much?

h Plan to care for a parent or sibling in the future?

h Contribute to a 401(K) and not understand the plans options?

h Have retirement plans with previous employers?

h Not fully understand the impact of inflation and taxes?

h Not have a will or trust?

h Feeling trapped in an investment property because potential taxes?

h Wish to invest but are not sure how to go about it?

If you answered yes to any of
the above questions, contact
  us to learn about the options
available to you!


Securities offered through Investors Capital Corporation- Member FINRA/SIPC
26 Meadow Lane
, Cumberland Center, ME 04021
* Tel 207 829-4673
Advisory services offered through Investors Capital Advisory Services
 
Jason D. Wingert is licensed to sell general securities in: WA, OR, CA, FL, GA, MA, NJ, and Advisory Services in WA.   Wingert Financial Services, Inc is doing business as Wingert Financial Services.  Wingert Financial Services, Inc is licensed as an insurance agent/agency in the state of Washington.  Jason D Wingert is a licensed insurance agent or producer in: OR, CA (0D71592), MA, NH, TX, ID, CO, AZ, MT, IA, IL, WA.