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Situated in Pensacola, FL, Peterson Insurance & Financial Services is dedicated to providing Group Health Benefits with a focus on professionalism and a streamlined customer experience. Unlike many profit-centric insurance firms, our primary commitment is to our clients. Given the myriad of options in the market, selecting the right plan can be overwhelming. That's why having a trustworthy advisor by your side is crucial, guiding you through the options and empowering you to make well-informed decisions.
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Home Medicare Group Benefits Executive Benefits Individual Health CONTACT US IS YOUR BENEFITS CONSULTATION AND SERVICE OUTDATED? Keeping up with the fast-paced benefits environment requires modern guidance and tools. REQUEST ASSISTANCE AVOID THE COMMON CHALLENGES REPRESENTATION QUESTIONS UNCERTAINTY Many of the businesses we have worked with were As a result you may have a lot of questions as to There really should be a way to receive the not aware of new plan options available to offer for whether your benefits plan is up-to-date or personal guidance needed to easily and their employees or periodic regulatory compliant, which may be difficult to confidently confidently service your benefits program. requirements they should have been adhering to. answer. These could be resolved with scheduled reviews with their benefits consultant. MEET COURTNEY PETERSON Having worked with numerous small and medium-sized businesses, I understand the issues and the solutions when offering and managing a benefits program.
Beginning in 2005, I developed a foundation for benefits as aBeginning in 2005, I developed a foundation for benefits as a Financial Representative, working with business owners and key employees. I began working with employee benefits programs in 2007 to include group health, dental, vision, life, disability and long- term care programs. As benefit options have evolved, I have studied and earned certifications in the Patient Protection and Affordable Care Act as well as Advanced Self-Funded Plans to properly advise our clients on those options. Our work requires strategic partnerships with related industry experts in accounting, payroll and Human Resources of which, I have developed strong alliances to assist our clients. This ensures only the highest level of expertise is used in each aspect of your plan. MESSAGE ME GETTING STARTED HERE'S THE PROCESS: 1. Fill Out the Short Form Below. 2. I’ll Schedule a No-Cost Consultation With You. 3. You Will Receive Personalized Guidance. 4. We Get You Started on Your Group Benefits Program. START NOW AGREEMENT I GUARANTEE THE FOLLOWING The complication of figuring out what plans to offer and regulations to respond to will no longer be a concern. The recommendations you receive will be tailored to your business' and employees' needs. You will have peace of mind knowing that you confidently and easily selected the best benefits solution for your business.
GET STARTED! Fill out the contact form below, so we can schedule our no- cost benefits review. First Name Last Name Email Phone Number SUBMIT CONFIDENCE IN YOUR BENEFITS PROGRAM ENDS IN SUCCESS After working with Peterson Insurance & Financial Services you will see a positive effect on the outlook of your benefits program. You'll no longer feel frustrated, uncertain about the options available or worried about compliance. You'll be confident, knowing your benefits program is well-received by employees and properly managed. You can have peace of mind and be thrilled that the process of managing your benefits program was so much easier than you thought it would be. Florida and Southern Alabama Phone. 850-741-1015· Email. Courtney@CPetersonFinancial.com
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