PERSONAL & BUSINESS
SOLUTIONS

Let our specialized team of insurance advisors guide you and your insurance portfolio to keep your business moving steadily.

CORPORATE
RETIREMENT PLANS

The journey to retirement starts with establishing a successful plan that supports your employees and helps your business prosper in tandem.

PERSONAL SOLUTIONS
& FINANCIAL PLANNING

We can help navigate your financial future when you place your personal finances with our Financial Professionals.

Personal & Business Solutions

Operating a business or professional firm in today’s world requires commitment, planning and a diverse team of advisors to monitor and evaluate your insurance portfolio. The professionals at FinTrust Insurance & Benefits can help you navigate this complex financial maze. Our 40+ years of working in this arena gives us the experience, knowledge and specialization necessary to assist our clients with all aspects of their business planning needs.

Personal Solutions

  • Life Insurance (Term, Universal Life, Variable Universal Life and Indexed Products)
  • Individual Disability
  • Business Overhead Expense
  • Disability Buy-Sell
  • Long-Term Care
  • Annuities

Employee Benefits

As a company, your main goals are clear: grow your business, increase revenue, control costs, increase productivity and profitability. In order to meet these goals, you have to attract the best employees possible while fostering a culture where your employees feel valued.

FinTrust Insurance & Benefits’s experienced insurance advisors can guide you through the ever-changing array of benefits strategies. We will help you select the options that are right for you and your employees, while continuously monitoring the industry to keep you current and in compliance.

By leveraging the strength of our preferred carriers, we can offer your company a benefits program that will give you a competitive advantage when it comes to attracting and retaining top talent.

 Business Benefit Solutions

  • Compliance Resources
  • Employee Communications
  • Online Customized Employee Benefit Website, Communication and Benefit Management
  • Group Medical
  • Group Ancillary (Life, AD&D, STD, LTD)
  • Group Dental & Vision
  • Voluntary Benefits
  • Group Disability
  • Wellness Resources & Programs
  • Long-term Care (LTC)
  • 401(k) Benefits

  • COBRA Administration
  • Limited Medical
  • Consumer Driven Health Plans (HSAs/HRAs)
  • Flexible Spending Accounts (FSAs)
  • Pharmacy Benefit Management
  • Stop Loss
  • Employee Assistance Programs (EAPs)
  • Third Party Administrators (TPAs)
  • International Benefits
  • Health Advocacy Services

Corporate Retirement Plans

Helping employees save for their retirement doesn’t have to be a burden for business owners. At FinTrust Insurance & Benefits, we provide superior financial services, product selection, investment tools, and financial transaction processing. In addition, we are able help you establish an active policy voice for future investment selections.

We have a long history of establishing and managing corporate retirement plans. We are also able to revamp existing plans to help maximize the benefits to your firm and your employees. Some of our many services include comprehensive retirement planning, investment oversight and employee education. We do all of this with an emphasis on servicing the plans above and beyond the standard requirement.

Retirement Solutions

  • 401(k)
  • 403(b)
  • Defined Benefit Plan
  • Savings Incentive Plan
  • Executive Life Carve-Out

  • SERP
  • Profit Sharing
  • SEP, SIMPLE, Solo(k)
  • 409A Deferred Compensation
  • Executive Bonus Plan

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