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We are always willing to meet with
you and your client to listen to their employee benefit
questions and provide them with informed answers that
will build the trust that keeps them a client.
Because we are an independent service provider, you’ll
be able to propose a diverse selection of investment choices
which will satisfy even the choosiest client. Our
proprietary monitoring and auditing processes guarantee
regular plan reviews that often identify issues before
they develop into problems.
Our integrated plan services not
only grow financial wealth for the employee,
they also provide convenience to you and your client.
For example, when the client uses our payroll service,
Goldleaf Partners can make all employee benefit data
transmittals to each benefit plan and prepare a Total
Reward Statement which can be presented to the employee.
The employee then will know the entire contribution,
including wages, their employer is providing on their
behalf. The employer only needs to send the payroll
record to us. This ‘integration’ of services
was purposely created to greatly reduce the employer’s
benefit plan administration burden.
| You can expect
Goldleaf Partners to: |
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Refer qualified sales leads to you
Coordinate plan sponsor retention and HCE meetings
for you
Promptly notify asset retention opportunities to
you
Alert you to client demographic/census changes |
Your client will be genuinely grateful
to you. Not only have you led the way in growing wealth
for both their company and their employees, you have
found them a benefits plan service provider that actually
fulfills its promise. You will give them peace of mind,
knowing that their administrative burden and fiduciary
risk are reduced.
Call us at 218-824-6119
to speak to a benefits consultant and learn more about
how we can help you gain more clients and grow your
asset-base.
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