X The Life Stage Brokerage Network Group Benefits Business Consultation Chris L. Weston, CFP®, ChFC Request a Group Benefits Business Consultation Name of Your Business * Your Name * Phone * 123-456-7890 Email * email@example.com Address Best time to reach you by phone What is your position? Owner, Human Resources, CEO, CFO, Other PLEASE LIST What is the nature of your business? Describe Do you have a LinkedIn Profile? Yes/No If Yes, please link with me here: Chris L Weston, CFP®, ChFC Yes No What is your company’s website? Do you have an existing Section 125 plan established to offer benefits? * Yes No How many employees are currently receiving benefits if any? * None, but I am eager to offer benefits None, just looking for information Have you completed a census within the last 90 days? * Yes No Which of the following benefits do you currently offer? Also, if you do not offer some of these benefits, please indicate which of these benefits interest you. * Pre-Tax Benefits offer interest Group Medical Group Life Group Long-Term Disability (LTD) Group Short-Term Disability (STD) Health Savings Account (HSA) Pre-Tax Reimbursement for Medical Pre-Tax Reimbursement for Childcare Health Management Program (Champ Health Plan) 401K, Simple Ira, or Profit-Sharing Plan After-Tax Benefits offer interest Supplemental Life Insurance Supplemental Accident/Health Insurance Home Health Care Insurance Long Term Care Insurance Roth 401K Executive Benefits for the Highly Compensated Employees offer interest Executive Bonus Deferred Compensation Key-Person Insurance Insurance for Business Owners offer interest Life Buy-Sell Disability Buy-Sell Debt Reduction Business Overhead Expense Excess Disability Coverage for Business Owners NOTE: If someone referred you, please provide the referral’s name here Send Your Request
X The Life Stage Brokerage Network Find Out More Chris L. Weston, CFP®, ChFC (515) 210-5771 cweston@lifestagebrokerage.com Follow us on: linkedin & facebook & youtube Ready to Begin? Your Name * Company Name Phone * 123-456-7890 Email * email@example.com Optional Comments/Questions Select a primary contact from this list... Chris Weston John Baumhover Mike Reisel Teresa Ingold Frank Meiners Scott Weston Aaron Peterson (SUD) Cory Dawkins (SUD) Ryan Kelly (UD) Jim Wright (UD) Doug Evans (SBUD) Brian Thompson (UD) Matthew Kennedy (UD) Who is your primary contact? * Send Your Request We’ll respond shortly.
