PARTNERS INDIVIDUAL MARKETPLACE

Owners

Goods & Services

Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, accidental death and dismemberment; processing, administration and management of employee benefit plans concerning finance and insurance; providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the internet; consulting and information concerning insurance; insurance brokerage in the field of life, disability, long-term care, home, automobiles and motorcycles, watercraft and RVs, personal umbrella and excess liability, medical and dental; providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; financial risk management and consultation; investment advisory services; investment consultation and management; financial asset allocation services; estate planning services; financial retirement planning services; insurance agency services in the field of designing and providing employee health, welfare, and retirement plans for key employees who are most critical to the firm; insurance plan design for others, namely, employers

Providing health insurance exchanges in the nature of a marketplace that offers purchasers of health insurance a variety of plans from different insurance providers; tax strategy consultation; business succession planning services