OneSource Wealth Management

Broker

Voluntary, Group Insurance and Wealth Management Solutions for your Business

Our group, individual and wealth portfolios includes:

Flexible enrollment capabilities

Discounted rates and/or free of charge from an industry leading technology company and our partner BRMS’ enrollment system (Vbas) (1-to-1, co-browse and self-enrollment) for all core and voluntary benefits
Support all case sizes and most industries
Single and multi-site enrollment support
Local benefit counselors and licensed advisors
Long-term commitment – first year enrollments, new hires and annual re-enrollments

1-to-1 benefit counseling

Specializing in benefit counseling for all core and voluntary benefits
Educate employees on the total benefits package, improve employee’s understanding and appreciation of benefits
Listen and propose needs-based analysis
Can meet with every employee
Local benefit counselors and security licensed advisors

Reasons to Affiliate

(Refer to Affiliate page or contact us for details)

No investment in resources required
Top tier compensation with our exclusive solicitor agreement for all products and carriers
No paperwork
Competitive referral fees

Exclusive one Source offerings for your Employer and Public Sector accounts:

Discounted rates and/or free of charge from an industry leading technology company and our partner BRMS’ enrollment system (Vbas) (1-to-1, co-browse and self-enrollment) for all core and voluntary benefits
20% discounted financial planning fee for large groups
1 hour financial planning & retirement consultation
5 minute retirement snap shot for every employee
Premium Only Plans
Discounted Flexible Savings Accounts
Wellness card / discounted services such as Lasik, prescriptions, dental services
Flu shots or health assessment tests / for large groups
Attractive guaranteed issue underwriting