Our Services

Our clients are all very successful and very busy.  As a result, our services come to you, not the other way around.  In every aspect our services are comprehensive, detailed, and intuitive.  They span a wide swath however the typically aggregate under the following headings:

Analysis Our Process

  • Situational Analysis – census, benefit levels, contractual review, gap analysis, etc
  • Compliance Analysis – ERISA, DOL, Situs, State Insurance Guidelines
  • Vendor / Carrier Analysis – product, systems capabilities, financials, trends
  • Benchmarking Analysis – prevalence and design – by industry, size, location


  • Confirm Objectives
  • Research, evaluate, and model solution options
  • Tailor recommendation to accomplish stated objectives
  • Manage RFP process
  • Select finalists
  • Provide decision support

Implementation / Enrollment Support

  • Develop implementation and communication strategy and tactical plan
  • Detailed Timeline development and management
  • Create custom communication materials and employee enrollment experience
  • Manage distribution of all communications (electronic, telephonic, one on one, etc.)
  • Data Control and policy issue support

Ongoing Administration

  • Ongoing development and management of administrative protocols
  • Annual benefit updates and New Hire enrollments
  • Billing support and reconciliation
  • Review performance and annual eligibility
  • Individual claims support
  • Research and resolve service issues

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Executive Benefits Group, Inc., nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.  

Investor Disclosures https://www.kestrafinancial.com/disclosures 

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). 

The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.