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... is to be an organization that directly impacts and influences the present and future needs of our clients, their children and grandchildren. Our success is determined by delivering top-tier performance (advice, service) that is unbiased and in the Best Interest of Our Clients.
 
We believe that nothing is more important than serving the needs of our clients. Intrinsic in our customer service-centric business model is making contact, on a regular basis, so that we know what you need and how to help.  We send  ClientCall to you each month to let you know that your business is important to us.  In every issue, we strive to find the most interesting, effective information and web-based tools for our clients.

Our Mission:   
... is to be an organization that directly impacts and influences the present and future needs of our clients, their children and grandchildren. Our success is determined by delivering top-tier performance (advice, service) that is unbiased and in the Best Interest of Our Clients.
 
We believe that nothing is more important than serving the needs of our clients. Intrinsic in our customer service-centric business model is making contact, on a regular basis, so that we know what you need and how to help.  We send  ClientCall to you each month to let you know that your business is important to us.  In every issue, we strive to find the most interesting, effective information and web-based tools for our clients.

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    « New Health Care Regulations from HHS | Main
    Sunday
    Mar202011

    Forms

    DateSunday, March 20, 2011 at 4:36PM

    Below, you'll find useful information that will help you administer or understand the terminology used in your policies. Also, we like to keep our clients up to date regarding news and changes in health care and benefits administration. Please let us know if you have any questions.

     

    BenefitsGlossary

    California Rx Cards

    COBRA, Policy Changes, Termination Form

    New Employee, Dependent Enrollment Form

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