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is a division of
RBLA of PA an independent Risk Management/Insurance,
Employee Benefits and Financial Services Consulting Firm.
With over 25 years experience as a global insurance leader,
our service is unparalleled in today’s market place. Our
professional staff can help you and offer guidance in a
number of areas affecting your business financial future. We
are affiliated with leading insurance companies and other
professionals and are prepared to provide you with a full
range of services and support you need and deserve.
Our service is
designed to evaluate your unique circumstances and then
offer sound and economical answers to these problems. In
today’s ever changing economic climate, with changing tax
laws, increased government regulations and business demands,
you need a professional firm to address your specific needs.
A sound financial and business plan combines the right set
of financial tools to create solutions to these complex set
of problems.
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Health
Insurance – Managed Care Planning – Selecting
the most effective plan to you and your employees needs.
Evaluating all options, Indemnity, PPO, HMO and alternative
funding methods.
Employee
Benefits – Flexible benefit plans-Sec. 125/Cafeteria
plans, Group Life and Disability, 401K Pension Plans,
Dental/Vision and Supplemental Voluntary benefit programs.
Pension
and Retirement Planning –Pension roll-overs,
qualified and non-qualified plans, pension plan design and
analysis. Investment alternatives and strategy planning.
Estate
Planning – Maximize the wealth, you pass on to
heirs. Tax and liquidity planning, wealth enrichment
strategies.
Business
Plans – Buy/Sell Agreements, Executive Carve out
plans, ESOP’s Differed Compensation, Split Dollar, Family
Transfers and Business Succession plans.
Life,
Annuities and Disability Insurance –Term Whole Life,
Interest Sensitive and 2nd to Die. Disability –
Individual, Business Over-head and Buy/Sell D.I.
Senior
Planning – Asset and Income Protection, Long Term
Care Insurance, Medicare and Medical Planning. |
