Our Unique Offering

When it comes to employee benefits, financial planning services, and business insurance, the products each firm offers are essentially the same. The distinction is found in the quality of your representation. Before you choose an Advisor, here are some features that make us unique:

  • We assist clients in developing strategies that achieve short- and long-term objectives.
  • We develop, conduct and quantify customized surveys to make sure our clients are making informed business decisions.
  • We research and recommend the plan designs and funding arrangements to fit the strategies.
  • We support plan implementation and employee communication.
  • We track and interpret data relevant to the product or service.
  • We monitor results to ensure that strategies are achieving objectives.
  • We can implement and manage employer sponsored products and services alongside your personal needs, and those of your employees and their family members.
  • We provide a high level of service to our clients.
  • Our professionally licensed and experienced Advisors possess the knowledge, expertise and market access to interpret and manage comprehensive employee benefits plans, financial services, HR requirements, wellness and other risk management programs, and business insurance products.
  • Our Client Resource Center provides dedicated and personalized support to employers, employees and their dependents.
  • Our clients have access to up-to-date legislative documents, compliance tools, employee handbooks, educational materials and much more.

We invest in our customers because we know our customers find incredible value in our approach.

Answers. Value.

 

 
Jessica Galardini

– Jessica GalardiniPresident, JRG Advisors

"Most service center representatives know the employer, but they do not know the employees and their dependents. We believe every employee and dependent is our customer too, and that makes a difference for our clients and their employee relations."

p: 1-800-556-4699 f: 1-866-722-0519info@jrgadvisors.net