Skip to content

INSURANCE SOLUTIONS

We represent three main categories of individual products:

 

We represent a broad range categories of group business products:

 

  • Health insurance,
  • Dental insurance,
  • Vision Insurance,
  • Long Term Disability Insurance
  • Short term disability insurance

PERSONAL INSURANCE SERVICES

Strategic Insurance has more than 15 years consulting on insurance solutions. We have a dedicated insurance planning team that can assist in the following areas.

Family Protection:

We have learned in our work that insurance tools are often under-utilized to protect basic needs. As part of our financial planning process we assist clients is reviewing all lines of protection that can apply.

Insurance Asset Tracking:

We believe life insurance is a unique asset class requiring active management. To assist with this process, Strategic Insurance offers a unique approach to policy management. With over a decade of experience tracking insurance assets, we have developed applications to ensure a “fiduciary service” approach to policy tracking and management. We believe this strategic approach to policy tracking provides families a unique opportunity for improved policy management and improved policy management and improved strategic decision making over policy assets.

GROUP BENEFITS

Strategic Insurance has over 15 years consulting to small and medium sized businesses.

  • We have a dedicated team to assist with employee benefits programs including health insurance, dental insurance, long term disability, group life and other insurance programs.

 

  • We are very familiar with current market solutions and strategies that seek to minimize costs.

 

  • We are work with numerous vendor platforms and we have a deep bench of consultants to assist with plan administrative support and fiduciary level consulting.