Take control of your healthcare costs today!
Previously, small business options for obtaining health insurance were limited to purchasing plans directly from insurance carriers, or via online marketplaces. Both options come with high premiums, deductibles and out of pocket maximums. Self-employed professionals and businesses of all sizes now have an alternative to private and exchange plans. Through our exclusive relationship with Oasis®, a Paychex Company, not only will you have access to competitive group health insurance rates, but you also get back-office support.
Save up to 45% when Switching Providers
Medical, Dental, Vision, Life and Disability Insurance
National Physicians PPO Plans and Networks
Free 401(k) Plans and Liability Insurance (EPLI)
Save 35% on group health insurance. Free EPLI and free 401(k)
AiK2 Insurance for Wealth Managers
AiK2 offers business insurance exclusively for wealth managers – making it simple and cost effective.
Alternative Income Solutions
AIS challenges conventional thinking, setting income as a key objective for individuals with wealth. We believe income should be a critical portfolio component throughout the investment lifecycle.
CPA Site Solutions Website
First impressions are now made online. Get a website that stands out from competitors.
Digital Signature & Doc Management Software
dealcloser is an electronic signature platform that can do more than just electronic signing. It can manage your contracts and other documents.