AVOID THE COMMON CHALLENGES

REPRESENTATION

REPRESENTATION

Many of the businesses we have worked with were not aware of new plan options available to offer for their employees or periodic regulatory requirements they should have been adhering to. These could be resolved with scheduled reviews with their benefits consultant.


QUESTIONS

QUESTIONS

As a result you may have a lot of questions as to whether your benefits plan is up-to-date or compliant, which may be difficult to confidently answer.


UNCERTAINTY

UNCERTAINTY

There really should be a way to receive the personal guidance needed to easily and confidently service your benefits program.


MEET COURTNEY PETERSON

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 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.

Getting Started

HERE'S THE PROCESS:

  • Fill Out the Short Form Below.
  • I’ll Schedule a No-Cost Consultation With You.
  • You Will Receive Personalized Guidance.
  • We Get You Started on Your Group Benefits Program.

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.

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GET STARTED!

Fill out the contact form below, so we can schedule our no-cost benefits review.

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    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.