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Our Services

At Corporate Benefits, Inc, we provide expert assistance in the following areas:

Investments

  • Mutual Funds
  • Fee Based Accounts
  • 529 College Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional Variable Annuities
  • Investment Variable Annuities

Financial Planning

  • Retirement Planning
  • Tax Efficient Plans
  • 401(k) Planning
  • 403(b) Planning
  • One Person DB Plans
  • Cash Balance Plans
  • Profit Sharing Plans
  • Money Management

Insurance

  • Group Health
  • Partial Self-Funded Plans
  • Group Life
  • Group Dental
  • Group Disability
  • Wellness Plans
  • Individual Life Insurance
  • Individual Health & Dental
  • Individual Disability & Long Term Care
  • Fixed Annuities
  • Fixed Indexed Annuities