Financial Planning – West Hartford CT

When you want to work with a trusted financial planning adviser in greater West Hartford CT, choose PBI Insurance. What does your money mean to you? Safety, freedom, peace of mind? These are the emotions that come from having a sound financial plan. When you are nearing your retirement years, you may seek the advice of an experienced financial planner that can explain the risks and benefits of your existing IRAS, 401Ks and stocks. If you are interested in working with a financial planner, the most important thing is to find someone you trust. At PBI we have the experience and offer financial planning services that help you take the stress out of managing your wealth. Our goal is to eliminate concern so that you can feel confident with the decisions that you are making. With a little bit of effort upfront you can put your finances on auto-pilot until your next big life event gives you a reason to revisit your financial plan. Please call PBI Insurance for more financial planning information: 860-233-1171.

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Employee Benefits Plans – Hartford CT, New Haven CT

employee benefits, health insurance


PBI Insurance crafts employee benefits plans for small business in Hartford and New Haven CT. Employee benefits are as much a part of compensation as salary. What do the company benefits and perks you offer communicate to your existing and prospective employees? As an employer, the benefits package you offer your employees speaks volumes about your company, its philosophy, and its culture. In a highly competitive environment, the salary you offer is the first consideration, but it is by your benefits and perks you will be judged. When an employee knows what your company stands for, he will know right away if he will engage with the company and stay longer. Benefits and perks tell your employees what you value, what your company believes in, and that your employees are valued.

When working hard to attract the best talent, you may demonstrate your appreciation for their loyalty by contributing to their health and well being, being supportive in education and career growth, providing financial planning services and wealth protection counseling. Typical benefit plans include Medical and Dental Insurance, Life Insurance, Disability, Flexible Spending Accounts, and Retirement Benefits.

To learn about all the group insurance options available to your employees, we invite you to consult with our knowledgeable agents in our centrally located West Hartford office. Our satellite office is conveniently located on Main Street in Hamden for clients located in the greater New Haven region. West Hartford CT, New Haven CT: call 860-233-1171.


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Small Business Health Insurance Options – West Hartford CT

If you are a West Hartford CT company looking for small business health insurance options, contact PBI Insurance. When you have a small business, confining your expenses within a budget is important. If you have less than 50 full-time employees, you may wonder if small business health insurance is really necessary. Although you may be under no legal obligation to offer a health insurance package, it will give you a competitive advantage.

PBI Insurance has over three decades of experience in crafting employee benefits plans, individual health insurance and medicare plans. We also offer life insurance planning, disability planning, and long-term care insurance. Our staff works with you to craft an affordable benefits package that you and your employees will appreciate.

As a family owned company, we hold our staff to high standards. We provide personalized customer service to clients all over Connecticut. Experienced and accountable, we at PBI Insurance are known for our outstanding reputation. Our staff is at the ready to help you with any questions you may have for health insurance plans. Give us a call today at 860-233-1171 to discuss how we can help you.

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Connecticut Employee Benefits Packages

Connecticut Employee Benefits.

Connecticut Employee Benefits
PBI Insurance provides a full menu of Connecticut employee benefits packages to area businesses. Our staff provides personalized service to businesses all over the state. Whether you have 50 employees or 5,000, the expert staff at PBI work with you to select an appropriate benefits plan. We stay with you to adjust your employee packages as your business grows. We offer a full range of benefit plans. We offer the best terms and rates for group and individual medical and dental, short and long-term disability, group life and AD&D, retirement plans, and medicare products.

In addition to our excellent employee plans, we assist clients with value-added services including:

• Rectifying Claims Disputes
• Reconciling Billing Problems
• Conducting Enrollment Meetings
• Processing Enrollments/Terminations
• Updates on Industry Changes
• Premium Contribution Strategies

When you partner with PBI for your employee benefits you have friendly knowledgeable experts on your team. Having PBI Insurance on board will ensure that all of your benefits packages are being managed expertly. We take care of your employees, so that you can focus on success. For your convenience, we have offices in Hamden and West Hartford CT. Please call PBI Insurance for more employee benefit information. West Hartford: 860-233-1171 and Hamden: 203-230-0548.

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Financial Planners – West Hartford CT

When you are ready to evaluate your assets and plan for your life post-retirement, the financial planners at PBI Insurance are ready to meet with you. The financial advisors at PBI will provide an impartial assessment of your current assets. Retirement planning can become overwhelming. You may not be aware of options available to you without the advice of an expert. Our experienced financial planning advisors at PBI Insurance will help you plan for life after retirement. We can provide you with answers to your current questions. We help you explore your retirement goals in terms of the resources you have in place.

At PBI we will provide you with an independent, experienced expert to help you plan your future accordingly. We identify your resources, obligations and goals. From there, we can assist you with developing your retirement lifestyle budget and expected cash flows. PBI Insurance will help you determine what is practical for your retirement plan and ultimately help you develop confidence in your financial health. The decisions you make now will affect your well being beyond retirement. Please call PBI Insurance to get started today! In the greater Hartford area, call 860-233-1171. We look forward to working with you soon.

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