It’s Open Enrollment Time!
It is that time of the year again when many companies have their open enrollment period for group benefits. We’d like to be there to assist you as you make your group benefit selections for the coming year.
Here are opportunities for discussion that we sometimes see when we review our clients’ open enrollment materials:
- Low-cost disability insurance buy-up option
- Ability to participate in a Health Savings Account or Flexible Spending Account
- More suitable health insurance option
- Ability to purchase additional life insurance with no underwriting
- Opportunity to increase retirement plan contributions
- Ancillary insurance that might not be needed
- Review of dental and vision options
- Pension plan or other employer paid retirement savings plans
We often see opportunities for our clients to save money or get better protection from their group benefits. Sometimes there are benefits that our clients don’t know they have, or do not know how to use. We’d like to help you make the best decisions that you can. Please call or email us if you would like our help.
We will need an updated copy of your group benefit selections anyway, so that we can keep your financial plan up to date. Please upload this through your client portal, or call us and we’ll send you a secure link to upload it.
Thanks for choosing us to help you with your financial planning and investment management. We appreciate the trust and confidence you have in us!
Your Together Planning Team
Together Planning is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Together Planning has a reasonable belief that this marketing does not include any false or material misleading information statements or omissions of facts regarding services, investments, or client experiences. Together Planning has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
