Seminars

We have four new and updated seminars that are approved for CEU’s for insurance requirements in Louisiana, Texas, Arkansas, and Oklahoma. We are also approved for the CFP designation. The seminars carry 4 CEU’s per seminar. Call 1-800-467-8934 ext 150 to register.

Technology

We have implemented debit cards for our FSA and HRA clients. These cards may be used in doctor’s offices, pharmacies, and hospitals.

Flex Cards automatically adjudicate at Sams, Walmart, Target and Walgreens.

Plan Sponsors: All plan sponsors, financial advisors, and accountants can now access information on their clients. You may access information about Defined Contribution clients, and Cafeteria, HRA or HSA clients. Contact us at 1-800-467-8934 if you need assistance.

Plan Advisors: We have a new web site available for you to access valuable information about your clients. For more information, please contact us at
1-800-467-8934.