Your employer made PlusAtWork available to everyone on the team: a private, one-on-one planning consultation with a licensed specialist, covering the strategies a standard benefits package doesn't — the ones most people never hear about until it's too late to use them. You book it yourself, at a time that suits you. There's no charge to sit down and talk — and nothing ever comes out of your paycheck.
Your 401(k), health coverage, and group life insurance explained plainly — including the ceiling on group coverage that most people never notice, and what it means for your family.
How to think about the gap between what work provides and what your family would actually need — and the options that exist to close it.
Indexed universal life and tax-advantaged planning concepts — how they work, in plain English, and who they tend to make sense for.
Annuity and guaranteed-income concepts: how people turn savings into steady income that keeps coming as long as they do.
Sign up below with your name and the best way to reach you, and pick a time that suits you — during the day, after hours, by phone or video. You schedule it; nobody schedules it for you.
Bring your questions — about your coverage, your retirement, your family. You'll get straight answers about your options, in plain language.
If a strategy fits, we'll explain exactly how it would work for you — and what it costs, plainly, before you decide anything. Anything you put in place is funded by you, directly — never through payroll. If nothing fits, you'll still leave knowing more than you came in with.
Your employer doesn't see who signs up. Your information goes only to the planning team. Nobody at your workplace gets a list, a report, or a hint — and anything you discuss in a consultation is between you and your planner.
Tell us who you are and what you'd like to talk about — family protection, the income gap, retirement basics, or planning as a business owner — and we'll set up your consultation. There's no charge for the consultation itself.
Prefer to talk to a person first? Call or text:
Online sign-up opens here shortly. Your employer doesn't see who signs up — your information goes only to the planning team.