Courtney Peterson has worked with many small and medium-sized businesses. He understands the entire process of offering and managing an adequate benefits program. Since 2005 Courtney has served businesses throughout the state of Florida, as a Financial Representative. He has worked with both business owners and employees on a regular and frequent basis.
After reviewing the status of your company’s benefit plans, you may end up having a lot of questions to answer. Is your benefits plan completely up-to-date or compliant? If not, then what can be done to make the appropriate changes?
Deciding which plans to offer employees and which regulations to respond to will be simplified after having your conversation with Courtney. You will receive recommendations that will be tailored to the needs of both your business and your employees. Lastly, after discovering the best benefits solution for your business, you will have peace of mind knowing you can proceed with the normal daily operations of your business, while also having confidence in your group benefits plan.
Having worked with many small and medium-sized businesses, I understand the challenges and the solutions faced 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.
How to Get Started
AGREEMENT
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.
Complete the contact form below and we can schedule a no-cost conversation.
After working with Peterson Insurance & Financial Services - Tallahassee 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.
