Consulting

When it comes to benefits, we take care of your employee education needs. We conduct employee / employer meetings. We’ve frequently spoken before groups of up to 200 or more people. We also provide one-to-one and small group consulting. In addition to benefit education and enrollment counseling, we can educate your employees on 401(k) rollovers, fixed indexed annuities, income benefits and a wide range of other issues related to our core competencies in insurance and estate planning.

Doug never tried to “sell” me anything. When he came over to my home, it had the same kind of feeling as a friend coming over to help you fix a leaky faucet. He was there to help. He was there to help us untangle a mess and meet the challenges we faced as a family. When we ran into complications, he stayed there with us making phone calls and doing what needed to be done until we reached the solution that was right for us. He took us from the very poor coverage that we had to much, much better coverage. Guess what? As a result of the switch, we pay less, not more. Wow. I had known about Doug for a long time, but never had any idea that he was so knowledgeable about cutting edge solutions to health care coverage problems. Most importantly, by the time we were finished, he felt like family. There’s no question in my mind about who I’m going to work with in the future. Doug’s your guy. You owe it to yourself to give him a try.
– Dwight Clough, Sun Prairie, Wisconsin

Contact Doug Trumbower to arrange for a friendly, no-pressure conversation to explore your needs and identify options that could work best for you.

© 2016 Wealth & Insurance Strategies - All Rights Reserved. | Privacy Policy | Site Map