Our Thoughts on Weidner Investment Services
Weidner Financial Group (WFG) has provided clients with full-service health and dental insurance, financial planning, non-qualified deferred compensation plans, life insurance plans, investment portfolio design, and estate planning since 1989.
Individual Health and Dental Insurance – Part of Weidner investment services is the Weidner Financial Group individual health insurance programs. WFG handles insurance programs for families and self-employed business owners in many states. The company provides health insurance in the form of PPOs and Health Savings Accounts. They also provide dental insurance, life insurance, and disability insurance. All of WFG’s products and services are brokered to guarantee the best possible pricing.
Weidner Investment Services includes Employee Benefits
Weidner Financial Group handles employee benefits for employee groups or businesses. They handle both small and large groups in several states. These benefits include health insurance for HMOs and PPOs as well as Health Savings Accounts. Dental and vision insurance are also covered as well as life insurance. They have short and long term plans for disability insurance. Also covered are Cafeteria Plans with Premium Only (POP) and flexible spending accounts.
Pension Plans investing in the future – WFG can assist groups or individuals with pension planning. Employer sponsored plans include profit-sharing plans, 401(k) plans, money purchase pension plans, defined benefit plans, and SIMPLE IRA retirement plans.
Individual plans offered by Weidner Financial Group include Individual Retirement Accounts (IRAs), Roth IRAs, and IRA rollovers.
Weidner Financial Investments and Estate Planning – Estate planning can be one of the most difficult parts of financial planning. Weidner Financial Group helps and advises clients on planning the investments and considering the best organization of their client’s estate.
They are knowledgeable in the most sophisticated planning techniques available today and can coordinate excellent insurance programs with estate trusts, martial bypass trusts, and simple wills.
They also provide life insurance coverage including term life, variable life, universal life, whole life, disability insurance, key man insurance life insurance with private pension plans, second to die insurance to cover estate taxes and joint life insurance programs.
Executive Compensation from Weidner Investment Services – There are different types of executive benefit plans which are designed to compensate executives. These incentive plans encourage executives to remain with a company for a planned amount of time.
Weidner Investment Services can help companies design executive benefit and compensation packages. There are non-qualified deferred compensation plans, which let companies set aside funds to benefit a select group of managers or executives.
They can also help design an executive bonus plan which is a way to compensate select employees regardless of their position by either paying out a cash bonus to the employee or purchasing an investment for the employee.
Also available is executive life insurance, which will protect the families of key executives.
Companies that Weidner Financial Group represents – WFG represents some of the leading companies in the financial planning industry. Companies they represent include Aetna/ US Healthcare, Anthem Blue Cross /Blue Shield, AFLAC, Assurant Health Insurance, Assurant Employee Benefits, Celtic Life, Cigna, Golden Rule, Humana, and many more.