Benefits by Design would like to welcome their newest staff member Jon Dolgaard. Jon will be assisting us during this busy open enrollment time as well as focus on specialty products such as Medicare Supplements, Life and Disability Insurance and Long Term Care. He has an MBA from the University of Arizona and brings several years experience in Healthcare IT that carries over as our industry focuses more on Electronic Medical Records to improve quality and reduce costs.
Archive for November, 2011
Client Spotlight
NUMBERS etc
www.numbersetc.biz
480.821.1897
Established in 2006, NUMBERS etc provides full service accounting and tax services to small and medium sized businesses in Arizona and Southern California. Our Accounting and Finance professionals bring an in-depth level of functional and industry experience in all areas of finance and accounting with real world experience. NUMBERSetc has been successfully helping companies of all sizes from start-ups to Fortune 500 companies obtain the expertise that is needed to accomplish the projects or areas listed below. Small businesses can now benefit from the best talent without entering into expensive consulting contracts or hiring a long term employee.
Call today and take advantage of our free 30 minute in-person consultation with recommendations.
Charity Corner
Please help Kristine raise money for Gabriel’s Angels. She will be participating in a 100 holes of golf tournament on November 18th at Encanto Golf Course in Phoenix, Arizona, and this money will support the pet therapy teams that reach out to abused and at risk children every day.
Please use the above link to donate online quickly and securely. You will receive an email confirmation of your donation and Kristine will be notified as soon as you make your donation. Thank you in advance for your support. We truly appreciate your generosity.
Healthcare Reform Updates
Arizona is still working on the groundwork to set up a state exchange. Kristine is part of the broker committee to help provide feedback and insight to the Governors’ working group which is led by Don Hughes.
There has also been a halt placed on the implementation of the CLASS Act (Federal Long Term Care Program) at this time.
Stay tuned for more information as it unfolds.
President’s Message
Are You Prepared & Ready For 2012?
Happy Fall! This is the time of year where we all are pushing to make our end of the year goals and review the past year to plan our budgets for 2012. Are you ready for that??? I thought that a few tips from your insurance consultant might help your planning.
- Do a benefits review to see what you are paying for each employee for all the products that you offer such as health, dental, vision, life and disability insurance?
- If you are not currently offering those products could you at least offer them as a voluntary product?
- Have you reviewed creative options with your medical plan such as increasing the deductible through ad H.S.A.(Health Savings Account), or pairing your plan up with a “Gap” plan or H.R.A.(Health Reimbursement Account)?
- Is the plan you are offering receiving the most deductible advantages on your tax return such as group insurance when comparing to individual insurance?
After reviewing some of these ideas make sure to get your questions and share with your insurance and tax advisor. This will help start 2012 off with a positive direction that could save you money as well as offering a few more benefits to your employees.
Further questions? Call us at 480.831.7700 or email us at info@benefitsbydesignaz.com. We also invite you to join in our conversation on our new Benefits By Design Facebook page.
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