Benefits

  

The Employee Benefits Department of The Potter Financial Group and Digital Insurance have formed....

A Strategic Partnership....

A Poweful Alliance For You

Announcing Potter Financial Group's alliance with

Digital Insurance

 

Strength, experience and even greater resources– those are the powerful advantages you gain from Potter Financial Group’s alliance with Digital Insurance.  Since our goal has always been to provide you with the best possible service, our alliance with Digital will ensure that you continue to receive the highly personal service you have come to expect from us as well as expanded resources.

Digital’s philosophy of serving, based upon Knowledge, Experience and Integrity, aligns with our own.  Their clients range in size from 25 to 7,000 employees in 31 states, and they offer alternate funding arrangements, on-line enrollment services, claims intervention and compliance assistance.  Their expanded network of legislative resources and updates will help keep you informed about changes in the benefits arena.  With offices in Durham, Raleigh and Sanford your account management service is nearby.

 

 Helping you improve business performance.

 

Employee Benefits

Your people are your most valuable asset.  We help you find the best solutions to aid you in recruiting, retaining and rewarding employees.  We can provide solutions for your Human Resources and benefit design needs by offering unique plan designs, proprietary products and carrier relationships that facilitate your organization’s productivity. And because we are relationship driven, we work to keep you informed, efficient, effective and positioned to take advantage of opportunities in the marketplace. We can help you with:

 

  • Medical Insurance - HSA's & HRA's
  • Dental and Vision Insurance
  • Life Insurance
  • Short & Long Term Disability Insurance Protection
  • Long Term Care Insurance
  • Voluntary Benefits (Cancer, Accident, Critical Illness, Disability, Life and Dental)
  • Employee Education and Assistance
  • Human Resources Consulting
  • Legal Services Plans
  • Medical Supplement Plans
  • Compensation Consulting
  • On-line Enrollment
  • Benefit Websites
  • Benefit & Compliance Audits
  • Section 125 Flex Plans

  

Technology Services    

Our firm has access to technology strategies that transform the delivery of HR services to your managers and employees, while leveraging the value of your corporate HR and benefits information.

Through customized and secure Websites, your employees can access benefit information and can carry out tasks, such as benefit enrollment, medical plan comparisons, and employee benefits surveys. We help your HR Department by focusing on strategies that support vital business issues, such as the acquisition and retention of your company's most vital asset--its people.

 

Value  

Because of our broad understanding of the corporate benefit planning process, we serve as valuable resources to you and your company. Our firm brings problem-solving expertise with a unique collection of skills, ideas, industry experience, and technological resources to manage your business risks and help you define your organization's needs and expectations. We continuously measure performance according to these standards.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck