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ASSISTING BUSINESS, NON-PROFIT
ORGANIZATIONS
& GOVERNMENT ENTITIES
Financial Services – insurance
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Employment benefit programs are elemental to your employee recruiting and retention programs. They can also be confusing, complicated and expensive.
Both David Ianni and Fred Beltz, two longtime financial professionals in the Rochester region with whom we have a collaborative alignment, are Chartered Life Underwriters (CLUs) with significant experience in building effective employee benefit programs.
Their programs can include:
- Life insurance:
- Term life insurance
- Universal life insurance
- Survivorship universal life insurance
- Variable universal life insurance
- Whole life insurance
- Long-term care insurance
- Disability insurance
- Section 125 health care flexible spending plans
- Voluntary or work site benefits
Because of their extensive experience in the insurance and employee benefits field, Fred and Dave can build a plan that suits both your employees' needs and your organization's budget.
Contact any of these partners about our insurance services.
Phone: 585.427.8900
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