i2i benefitsseeing you from insurance to investments
Agenda•   Values Based Consulting•   Cost Transparency•   Benefits Consulting•   Employer Support & Resources
Value Based Consulting  •   Full Integrity  •   Trusted Client Service  •   Comprehensive Expertise  •   Proven Experience
COMPLETE INTEGRITY
COMPLETE INTEGRITY• Disclosure   of Commission and Fees
COMPLETE INTEGRITY• Disclosure   of Commission and Fees• Unbiased   Recommendations
COMPLETE INTEGRITY• Disclosure    of Commission and Fees• Unbiased     Recommendations• Full   Market Review with Access t...
TRUSTED SERVICE      ,
TRUSTED SERVICE• Access   to an Expert Consultant                ,
TRUSTED SERVICE• Access   to an Expert Consultant• Answers   You Can Trust                ,
TRUSTED SERVICE• Access   to an Expert Consultant• Answers    You Can Trust• Fast   and Accurate Resolutions              ...
COMPREHENSIVE EXPERTISE
COMPREHENSIVE EXPERTISE • Industry         Experts in Plan Design  and Compliance
COMPREHENSIVE EXPERTISE • Industry         Experts in Plan Design  and Compliance • Client   Education
COMPREHENSIVE EXPERTISE • Industry         Experts in Plan Design  and Compliance • Client   Education • Strategic   Compl...
PROVEN EXPERIENCE
PROVEN EXPERIENCE• Combined 25 Years within Employee Benefits & Retirement Plans
PROVEN EXPERIENCE• Combined 25 Years within Employee Benefits & Retirement Plans• Range of Experience from Regional Start-u...
COST TRANSPARENCY  • Broker   Q&A  • Fee   Based Consulting  • Your   Savings
BENEFITS BROKER QUESTIONS
BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?
BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonu...
BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonu...
BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonu...
COST TRANSPARENCY
COST TRANSPARENCY               Commision versus Fee Based Compensation                                                   ...
COST TRANSPARENCY                   Commision versus Fee Based Compensation                                               ...
FEE BASED CONSULTING
FEE BASED CONSULTING• Payyour broker a fixed fee for services you need
FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower      health premiums by removing commissions
FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower      health premiums by removing commissions•...
FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower      health premiums by removing commissions•...
Benefits Consulting • Plan   Design & Overview • Financial   Analysis • Compliance
PLAN DESIGN
PLAN DESIGN• Defined   Employee Benefits Strategy
PLAN DESIGN• Defined    Employee Benefits Strategy• Consult   on Unique Funding Options
PLAN DESIGN• Defined    Employee Benefits Strategy• Consult   on Unique Funding Options • Fully   & Self insured health plans
PLAN DESIGN• Defined    Employee Benefits Strategy• Consult   on Unique Funding Options • Fully   & Self insured health plan...
PLAN DESIGN• Defined    Employee Benefits Strategy• Consult   on Unique Funding Options • Fully   & Self insured health plan...
PLAN DESIGN• Defined    Employee Benefits Strategy• Consult   on Unique Funding Options • Fully   & Self insured health plan...
PLAN OVERVIEW
PLAN OVERVIEW• Annual   Renewal Analysis
PLAN OVERVIEW• Annual   Renewal Analysis• Market   Review
PLAN OVERVIEW• Annual   Renewal Analysis• Market   Review• Mid-year   Plan Review
PLAN OVERVIEW• Annual   Renewal Analysis• Market   Review• Mid-year   Plan Review• Claim   Analysis
PLAN OVERVIEW• Annual   Renewal Analysis• Market   Review• Mid-year   Plan Review• Claim   Analysis• Benefits   Benchmarking
COST MANAGEMENT
COST MANAGEMENT• Total   Benefits Cost Analysis
COST MANAGEMENT• Total   Benefits Cost Analysis• Financial   Modeling of Plan Alternatives
COST MANAGEMENT• Total   Benefits Cost Analysis• Financial   Modeling of Plan Alternatives• Employee     Premium Contributi...
COST MANAGEMENT• Total   Benefits Cost Analysis• Financial   Modeling of Plan Alternatives• Employee     Premium Contributi...
COST MANAGEMENT• Total   Benefits Cost Analysis• Financial   Modeling of Plan Alternatives• Employee     Premium Contributi...
PLAN COMPLIANCE
PLAN COMPLIANCE• ERISA   and PPACA Compliance
PLAN COMPLIANCE• ERISA   and PPACA Compliance• HIPAA   Policy Documentation and Training
PLAN COMPLIANCE• ERISA   and PPACA Compliance• HIPAA   Policy Documentation and Training• FSA   and COBRA Compliance Consu...
PLAN COMPLIANCE• ERISA   and PPACA Compliance• HIPAA   Policy Documentation and Training• FSA   and COBRA Compliance Consu...
Employer Support &Resources • Personal   Service • Plan   Documents • Plan   Administration
PERSONAL SERVICE
PERSONAL SERVICE• In-person   Open Enrollment Meetings
PERSONAL SERVICE• In-person   Open Enrollment Meetings• In-person   Mid-year Educational Meetings
PERSONAL SERVICE• In-person   Open Enrollment Meetings• In-person   Mid-year Educational Meetings• Live   Webinar New Hire...
PERSONAL SERVICE• In-person   Open Enrollment Meetings• In-person   Mid-year Educational Meetings• Live   Webinar New Hire...
PERSONAL SERVICE• In-person   Open Enrollment Meetings• In-person   Mid-year Educational Meetings• Live   Webinar New Hire...
PLAN DOCUMENTS
PLAN DOCUMENTS• Custom   Summary of Benefits
PLAN DOCUMENTS• Custom   Summary of Benefits• Employee   Website
PLAN DOCUMENTS• Custom   Summary of Benefits• Employee   Website• ERISA   Summary Plan Description
PLAN DOCUMENTS• Custom   Summary of Benefits• Employee   Website• ERISA   Summary Plan Description• Custom   Enrollment Form
PLAN ADMINISTRATION
PLAN ADMINISTRATION• Enrollment   & Termination Processing
PLAN ADMINISTRATION• Enrollment   & Termination Processing• New   Hire & Employment Termination Email
PLAN ADMINISTRATION• Enrollment   & Termination Processing• New   Hire & Employment Termination Email• Day-to-Day   Admini...
PLAN ADMINISTRATION• Enrollment   & Termination Processing• New   Hire & Employment Termination Email• Day-to-Day   Admini...
PLAN ADMINISTRATION• Enrollment   & Termination Processing• New   Hire & Employment Termination Email• Day-to-Day   Admini...
Plan Consulting
Plan CompliancePlan Consulting
Personal ServicePlan CompliancePlan Consulting
Personal ServicePlan Compliance                      AdministrationPlan Consulting
Personal ServicePlan Compliance                       AdministrationPlan Consulting                      Cost Management
Presentation   broker proposal copy
Presentation   broker proposal copy
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  • Presentation broker proposal copy

    1. 1. i2i benefitsseeing you from insurance to investments
    2. 2. Agenda• Values Based Consulting• Cost Transparency• Benefits Consulting• Employer Support & Resources
    3. 3. Value Based Consulting • Full Integrity • Trusted Client Service • Comprehensive Expertise • Proven Experience
    4. 4. COMPLETE INTEGRITY
    5. 5. COMPLETE INTEGRITY• Disclosure of Commission and Fees
    6. 6. COMPLETE INTEGRITY• Disclosure of Commission and Fees• Unbiased Recommendations
    7. 7. COMPLETE INTEGRITY• Disclosure of Commission and Fees• Unbiased Recommendations• Full Market Review with Access to All Carriers ...extremely personable, high integrity individual who defined a very balanced and robust program for the company and produced stellar results for the company and its employees. -Vikram Mehta, CEO
    8. 8. TRUSTED SERVICE ,
    9. 9. TRUSTED SERVICE• Access to an Expert Consultant ,
    10. 10. TRUSTED SERVICE• Access to an Expert Consultant• Answers You Can Trust ,
    11. 11. TRUSTED SERVICE• Access to an Expert Consultant• Answers You Can Trust• Fast and Accurate Resolutions , Dan hears what my needs are, comes up with a well structured benefits plan that comes backed by a wealth of information and support. He doesnt just go away when the deal is done, hes right there with you every day. -Dell Reibenschuh, Office Manager
    12. 12. COMPREHENSIVE EXPERTISE
    13. 13. COMPREHENSIVE EXPERTISE • Industry Experts in Plan Design and Compliance
    14. 14. COMPREHENSIVE EXPERTISE • Industry Experts in Plan Design and Compliance • Client Education
    15. 15. COMPREHENSIVE EXPERTISE • Industry Experts in Plan Design and Compliance • Client Education • Strategic Compliance Partnerships ...understands the complexities of retirement plan administration and provides employers with effective and knowledgeable guidance concerning qualified plan design and operations. -Crane Curran, Audit Partner
    16. 16. PROVEN EXPERIENCE
    17. 17. PROVEN EXPERIENCE• Combined 25 Years within Employee Benefits & Retirement Plans
    18. 18. PROVEN EXPERIENCE• Combined 25 Years within Employee Benefits & Retirement Plans• Range of Experience from Regional Start-up to Large International Employers I have worked with Dan for many years and at many different companies. Dan is undoubtedly my "go to" person for anything to do with benefits. He is the expert, he provides excellent options and more than anything his customer service is unsurpassed. -CFO, Consultant
    19. 19. COST TRANSPARENCY • Broker Q&A • Fee Based Consulting • Your Savings
    20. 20. BENEFITS BROKER QUESTIONS
    21. 21. BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?
    22. 22. BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonus from any of our carriers?
    23. 23. BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonus from any of our carriers?• What plans and administrators are paying you a commission?
    24. 24. BENEFITS BROKER QUESTIONS• What are the total annual commissions you receive on our health plans?• Areyou receiving a bonus from any of our carriers?• What plans and administrators are paying you a commission?• Do you only offer plan options through your partnerships or do you conduct a market review?
    25. 25. COST TRANSPARENCY
    26. 26. COST TRANSPARENCY Commision versus Fee Based Compensation Commission Based in crease Fee Based mm ission o $3 5 ,000 c $140,000 $127,000 $116,000 $105,000 2010 2011 2012 2013
    27. 27. COST TRANSPARENCY Commision versus Fee Based Compensation Commission Based in crease Fee Based mm ission o $3 5 ,000 c $140,000 $127,000 $116,000 $105,000 $90,000 $90,000 $85,000 $85,000 2010 2011 2012 2013
    28. 28. FEE BASED CONSULTING
    29. 29. FEE BASED CONSULTING• Payyour broker a fixed fee for services you need
    30. 30. FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower health premiums by removing commissions
    31. 31. FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower health premiums by removing commissions• Remove broker’s financial incentive in plan recommendations
    32. 32. FEE BASED CONSULTING• Payyour broker a fixed fee for services you need• Lower health premiums by removing commissions• Remove broker’s financial incentive in plan recommendations• Hold broker accountable for delivering service as outlined in your agreement
    33. 33. Benefits Consulting • Plan Design & Overview • Financial Analysis • Compliance
    34. 34. PLAN DESIGN
    35. 35. PLAN DESIGN• Defined Employee Benefits Strategy
    36. 36. PLAN DESIGN• Defined Employee Benefits Strategy• Consult on Unique Funding Options
    37. 37. PLAN DESIGN• Defined Employee Benefits Strategy• Consult on Unique Funding Options • Fully & Self insured health plans
    38. 38. PLAN DESIGN• Defined Employee Benefits Strategy• Consult on Unique Funding Options • Fully & Self insured health plans • HSA, HRA, FSA
    39. 39. PLAN DESIGN• Defined Employee Benefits Strategy• Consult on Unique Funding Options • Fully & Self insured health plans • HSA, HRA, FSA• Wellness Strategy
    40. 40. PLAN DESIGN• Defined Employee Benefits Strategy• Consult on Unique Funding Options • Fully & Self insured health plans • HSA, HRA, FSA• Wellness Strategy• Contract Analysis with Emphasis on Ancillary Plans
    41. 41. PLAN OVERVIEW
    42. 42. PLAN OVERVIEW• Annual Renewal Analysis
    43. 43. PLAN OVERVIEW• Annual Renewal Analysis• Market Review
    44. 44. PLAN OVERVIEW• Annual Renewal Analysis• Market Review• Mid-year Plan Review
    45. 45. PLAN OVERVIEW• Annual Renewal Analysis• Market Review• Mid-year Plan Review• Claim Analysis
    46. 46. PLAN OVERVIEW• Annual Renewal Analysis• Market Review• Mid-year Plan Review• Claim Analysis• Benefits Benchmarking
    47. 47. COST MANAGEMENT
    48. 48. COST MANAGEMENT• Total Benefits Cost Analysis
    49. 49. COST MANAGEMENT• Total Benefits Cost Analysis• Financial Modeling of Plan Alternatives
    50. 50. COST MANAGEMENT• Total Benefits Cost Analysis• Financial Modeling of Plan Alternatives• Employee Premium Contribution Modeling
    51. 51. COST MANAGEMENT• Total Benefits Cost Analysis• Financial Modeling of Plan Alternatives• Employee Premium Contribution Modeling• Transparency of Broker Commission
    52. 52. COST MANAGEMENT• Total Benefits Cost Analysis• Financial Modeling of Plan Alternatives• Employee Premium Contribution Modeling• Transparency of Broker Commission• Disease Management
    53. 53. PLAN COMPLIANCE
    54. 54. PLAN COMPLIANCE• ERISA and PPACA Compliance
    55. 55. PLAN COMPLIANCE• ERISA and PPACA Compliance• HIPAA Policy Documentation and Training
    56. 56. PLAN COMPLIANCE• ERISA and PPACA Compliance• HIPAA Policy Documentation and Training• FSA and COBRA Compliance Consulting
    57. 57. PLAN COMPLIANCE• ERISA and PPACA Compliance• HIPAA Policy Documentation and Training• FSA and COBRA Compliance Consulting• Legislative Updates
    58. 58. Employer Support &Resources • Personal Service • Plan Documents • Plan Administration
    59. 59. PERSONAL SERVICE
    60. 60. PERSONAL SERVICE• In-person Open Enrollment Meetings
    61. 61. PERSONAL SERVICE• In-person Open Enrollment Meetings• In-person Mid-year Educational Meetings
    62. 62. PERSONAL SERVICE• In-person Open Enrollment Meetings• In-person Mid-year Educational Meetings• Live Webinar New Hire Benefits Orientation
    63. 63. PERSONAL SERVICE• In-person Open Enrollment Meetings• In-person Mid-year Educational Meetings• Live Webinar New Hire Benefits Orientation• Employee Day to Day Support
    64. 64. PERSONAL SERVICE• In-person Open Enrollment Meetings• In-person Mid-year Educational Meetings• Live Webinar New Hire Benefits Orientation• Employee Day to Day Support• Claim Advocate for Employees
    65. 65. PLAN DOCUMENTS
    66. 66. PLAN DOCUMENTS• Custom Summary of Benefits
    67. 67. PLAN DOCUMENTS• Custom Summary of Benefits• Employee Website
    68. 68. PLAN DOCUMENTS• Custom Summary of Benefits• Employee Website• ERISA Summary Plan Description
    69. 69. PLAN DOCUMENTS• Custom Summary of Benefits• Employee Website• ERISA Summary Plan Description• Custom Enrollment Form
    70. 70. PLAN ADMINISTRATION
    71. 71. PLAN ADMINISTRATION• Enrollment & Termination Processing
    72. 72. PLAN ADMINISTRATION• Enrollment & Termination Processing• New Hire & Employment Termination Email
    73. 73. PLAN ADMINISTRATION• Enrollment & Termination Processing• New Hire & Employment Termination Email• Day-to-Day Administration Support
    74. 74. PLAN ADMINISTRATION• Enrollment & Termination Processing• New Hire & Employment Termination Email• Day-to-Day Administration Support• Online Benefits Administration
    75. 75. PLAN ADMINISTRATION• Enrollment & Termination Processing• New Hire & Employment Termination Email• Day-to-Day Administration Support• Online Benefits Administration• HR Compliance Resources
    76. 76. Plan Consulting
    77. 77. Plan CompliancePlan Consulting
    78. 78. Personal ServicePlan CompliancePlan Consulting
    79. 79. Personal ServicePlan Compliance AdministrationPlan Consulting
    80. 80. Personal ServicePlan Compliance AdministrationPlan Consulting Cost Management

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