1. Bryson Financial Capabilities
www.brysonfinancial.com 3777 Long Beach Blvd. Suite 500 Long
Beach, CA 90807

2. Create a Client for Life
Develop close relationships with
our clients, to individually assess
their needs, and design a
customized strategy that best
meets those needs.
Acknowledge and
Recognize Change
To constantly be cognizant of
current events in the industry and
legislature so that we can
continually adapt and change our
plans and strategies to ensure the
best interest of our clients.
Provide Intellectual
Capital
Draw upon the vast and wide
ranging experience of our
employees with over 60 years of
combined experience in the
retirement industry to assist
clients in areas our competitors
may not be equipped to service.
Our Mission
Bryson Financial

3. Employee Benefits
Bryson Financial

4. Long Term Strategy & Planning - We partner with you to find solutions for your immediate problems, identify concerns
you have for the future, and plan for the next 1, 2 and 5 years or longer, considering your goals and expectations for
your company and employees.
Weekly Legislative Updates - The insurance and financial industry is constantly changing and we know you need to be
able to get current, succinct, and easy to understand information. More importantly , you need to know how it will
impact your company and workforce. We provide this information in our weekly legislative updates.
Negotiation/Leverage - We will leverage our relationships with our carrier partners to negotiate on your behalf to get
the best pricing and benefits available to you.
Claims Support & Services - Our knowledgeable staff can assist your HR Team and your employees in both simple and
complex claims issues, becoming their advocate and their voice. This includes appeals to the carriers and to the
Department of Insurance if necessary.
My Wave - You will have access to our HR Portal via MYWave which offers you the ability to post and share
documents, provide access to benefit plan and risk management program surveys, and connect clients with peers from
across the country to network and share resources.
Bilingual Staff & Support - We offer Spanish speaking staff to provide information for your bilingual employees.
Benefits Booklet - Our clients find our customized Benefits Booklet is a great reference tool for their employees as well
as a great tool for attracting new employees.
Bryson Financial
What We Provide You

5. COBRA Administration - As our promise to you, we will pay for the COBRA administration for your company. We work
with several different administrators and will align you with the one that best suits your needs.
COBRA Transition - Our individual specialist will work with your employees who are transitioning to COBRA or who are
on COBRA to investigate other options for insurance coverage.
Medicare Transition - Our individual specialist will work with your employees who become Medicare eligible to find
options such as Medicare Supplement plans as a way to save them substantial costs while being able to access their
Medicare benefits.
Ongoing Education for Employees - During the year we can provide ongoing education to your employees about their
benefits and how best to use them through our Lunch & Learns and Health Fairs.
Jackson Lewis - Our retainer agreement with Jackson Lewis, a law firm specializing in workplace law, allows us to have
the ability to assist you in answering your questions when complicated situations arise regarding law in the workplace.
Annual Seminars for Executives and Management Staff - We provide seminars at least once or twice a year with a
focus on topics that are beneficial for Executives and Management. These programs also allow our clients to meet each
other and share issues they are experiencing in their respective companies.
Open Enrollment Meetings & Materials - Our will handle your open enrollment meetings from start to finish at one
location or multiple locations. We work with you to schedule the meetings, have carrier representation there if
needed, provide customized packets for your employees, and serve as a back-up for your HR team for questions
regarding all your employee benefits.
What We Provide You
Bryson Financial

6. Negotiation is an under utilized tool that we persistently use. This means you are never paying more than what is
necessary for your benefits. We will always negotiate the best price we can get to help you stay within the financial
plan of your business, while still making your employee benefits attractive towards hires and retain the best in your
industry.
Negotiation
Bryson Financial

7. Our total combined experience of over 60 years in the industry is unprecedented in a company of our size. This
experience is not just limited to the brokerage side of the insurance industry; carrier and medical experience
comprises a large portion of our experience pool as well. This allows us to share our knowledge and expertise with
you to make better informed decisions regarding your employee benefits overall as a company and to individually
impact those who need special attention in a crisis situation.
Intellectual Capital
Bryson Financial

8. As current involved members of NAIFA (National Association of Insurance and Financial Advisors), combined with our
network of resources at the local, state, and national level, we can provide you with information regarding pending
and newly passed legislation that may affect your company and industry. This allows you to maintain compliance as
well as awareness of issues, which may require change in your business model or strategy moving forward.
Legislative Information
Bryson Financial

9. With carrier experience comes knowledge of how the carriers work and established relationships with people working
on the carrier side. We leverage this experience and those relationships to help you get your claims issues addressed
and resolved. We can also assist you in implementing case management for those employees with catastrophic,
chronic illness or injury.
Claims Assistance, Resolution and Case Management
Bryson Financial

10. We have established a comprehensive strategic planning process that includes pre-meetings, timelines, and
implementation to allow us to manage your annual renewal process. We realize that this is always a stressful time for
you and your employees, especially if it involves a lot of changes. We are there to help you plan to alleviate and avoid
a majority of that stress. During this period of service for you, we strive to be your most valuable partner, to do
whatever we can to insure ease and success from renewal to open enrollment and beyond.
Pre-Renewal Strategic Planning
Bryson Financial

11. We pride ourselves on knowing our clients and their businesses so well that when we see or hear about something
we know may specifically impact them, we send a copy of an article or shoot them a quick e-mail to share this
information.
Upon request, we can also assist in helping you create communication pieces if that information needs to be shared
with your employees as well.
Communication and Accessibility
Bryson Financial

12. Our company philosophy is one that spotlights attention to detail. Our company specifically focuses on the target of
the employer group. We believe that by having a target focus it allows us to provide superior service and guaranteed
quality assurance. We pride ourselves on the ability to listen to your problems and address issues in a manner that is
most appropriate for that particular situation. We know and expect you to hold us accountable if you feel we have not
met your needs. This allows us to make changes in the way we do business going forward and allows us to move in a
positive direction. It is this attention to detail and feedback that strengthens our relationship.
Ongoing Customer Service & Accountability
Bryson Financial

13. Bryson Financial is proud to present
Bryson Financial

14. Click + Connect + Communicate
MyWave - your personalized Website that allows you to effortlessly click, connect and
communicate with Bryson Financial.
• Access time-saving tools and resources
• Build convenience into managing your everyday work tasks
• Collaborate with our agency and resources
• Connect with over 200,000 peers in your industry
Bryson Financial

15. 1. Collaboration Center
Allows a seamless exchange of information sharing from our agency to you
2. Benchmark Surveys
Participate in benefit plan surveys
3. Community
Connect with other professionals in your field by entering group discussions, or post a
message of you own.
Bryson Financial

16. • Our document posting capabilities allow a seamless exchange of information sharing
from our agency to you.
• Accessible 24/7, postings from our agency are timely relevant and easy to locate in
one convenient pace online.
Collaboration Center
• Participate in benefit plan surveys.
• Allow you ti determine how your plans an programs compare to other employers
across the U.S.
Benchmark Surveys
Bryson Financial

17. • Through My Wave® Community, you have access to over 2000,000 knowledgeable
colleagues fro across the country.
• Share information and resources via the Community’s interactive forum. Post
questions to your peers and provide insight into other users’ questions.
• Topics include Compensation, Employee Relations, HR Development, HR
Management Topics, Recruitment, Risk Management, and Others.
Community
Bryson Financial

18. Bryson Wealth Management
www.brysonfinancial.com
Bryson Financial