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CP
Greensboro, Inc., as a consultant to your company for your employee
benefit plans, will provide a variety of services including, but
not limited to:
- Recommendations
on case design and implementation
- Assistance
with the evaluation and selection of plan options.
- Participation
in employee group enrollment meetings to assure that the plan
participants understand both the plan and the various plan
options that include but are not limited to the following:
- Payroll
stuffers announcing the Plan.
- Employee
Summary Plan Description outlining the Plan’s features,
benefits and premium structure.
- Any
other desired employee communications material or services.
- Availability
for individual employee meetings to discuss how to integrate
the plan into their personal plans.
- Regular
meetings with the plan administrator to review the plan performance
and address any appropriate plan issues.
- Availability
for individual meetings with retiring or terminating employees
to discuss their options and answer any questions about their
alternatives.
- Supervision
and monitoring of the plan activities to facilitate and to
assure a consistent flow of information and services for the
plan participants.
- An annual
evaluation of the plan design features, services provided,
premium structure and market research.
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Group
Services
Life Insurance
AD&D Insurance
Dependent Life Insurance
Medical Insurance
Dental Insurance
Short and Long Term Disability
Voluntary Products
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Individual
Insurance
Life Insurance
Disability Income*
Variable Universal Life**
Universal Life
Long Term Care
Term Insurance
Buy/Sell Agreement Funding
Executive Bonus Plan
Deferred Compensation
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Investment
Planning**
Retirement Planning
401(k) Planning
Profit Sharing Plans
Estate Planning
403(b) Planning
College Funding
Money Management
Strategic Planning
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Investments**
Brokerage Accounts
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Educational IRA
Variable Annuities
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| Disability
Income insurance is underwritten and issued by Berkshire Life Insurance
Company of America, Pittsfield, MA, a wholly-owned stock subsidiary
of Guardian.
** John Rosser, Jr. is a Registered Representative
and Financial Advisor of Park Avenue Securities, LLC (PAS), 4201
Congress Street, Suite 350, Charlotte, NC 28209. Securities products/services
and advisory services offered through PAS, a registered broker-dealer
and investment advisor, (704) 552-8507. Financial Representative,
The Guardian Life Insurance Company of America (Guardian), New
York, NY. PAS is an indirect, wholly owned subsidiary of Guardian.
Consolidated Planning, Inc. is not an affiliate or subsidiary
of PAS or Guardian.
PAS is a member of NASD, SIPC.
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