To retain quality employees, it's wise to have a solid benefits plan in place. There are various plans available for employee benefits programs.

REPRESENTATION

REPRESENTATION

Courtney has served as a group benefits consultant for businesses throughout Florida and Alabama since 2005. He began working with employee benefits programs in 2007, with a focus on including provisions like group health, dental, vision, life, disability and long-term care programs.


QUESTIONS

QUESTIONS

Once you complete a review of your company’s benefit plans, there may be a lot of questions left on the table for you to answer. Do you have an up-to-date or compliant benefits plan? If not, then what are the appropriate changes that your company should make?


UNCERTAINTY

UNCERTAINTY

You may not know how to proceed, but this is where personal guidance should be sought. Working with many small and medium-sized businesses over the years, Courtney Peterson understands the entire process of offering and managing a benefits program that is fair to all employees.


INTRODUCING COURTNEY PETERSON

INTRODUCING COURTNEY PETERSON

Having worked with many small and medium-sized businesses, I understand the challenges faced when offering and managing a benefits program. And I can help provide the solutions for you.

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.

Process

Getting Started

  • Complete the Short Form Below.
  • We Will Schedule a No-Cost Consultation With You.
  • You Will Receive Guidance Tailored to You.
  • We Get You Started on With Your New Group Benefits Program.

AGREEMENT

I GUARANTEE YOU 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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LET'S GET STARTED

GET YOUR FREE CONSULTATION SCHEDULED BY COMPLETING THE FORM BELOW

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    CONFIDENCE IN YOUR BENEFITS PROGRAM

    Ending with Success

    After working with Peterson Insurance & Financial Services - Mobile, 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.