Employee Benefits
An IT service provider had been seeing double digit increases in health insurance costs; on top of this, employees were unhappy with out-of-pocket expenses. After a careful analysis, we recommended a Return of Premium plan, saving the client over 18% upfront. (The return of premium component would add another 10 –15% in savings). This influx of funds allowed the client to develop a Medical Reimbursement Plan, which made their employees happy that their interests were taken care of.
The client was initially faced with the possibility of a 10% cost increase – by the time we were finished, we delivered savings in the range of 18 – 33%.
Wealth Management
One client who asked we rethink their overall risk management, inheritance, and tax strategy could not be more pleased with the outcome. What they most appreciated about Evergreen was the detailed processes we used to help identify and eliminate pain points that they were losing sleep over. They have implemented our plan, which has saved them several hundred thousand dollars in taxes and helped to get their retirement and wealth management plans on track. They have also asked us for ideas on business transition and have referred our services to others.