At Team Kaizen Agency, our mission is to empower hardworking employees through effective financial management. We aim to bring financial advisors directly to the workplace, ensuring that every employee has access to the guidance they need.
Please reach us at brianna.ashley@teamkaizenagency.com if you cannot find an answer to your question.
Our offerings are designed to complement, not replace, the benefits you're currently providing your staff. Unlike traditional group benefits, we specialize in plans, typically only made available through a financial advisor. This approach gives employees, regardless of their health status, access to plans at group rates, that they may not qualify for on their own. It’s a tailored solution that enhances the benefits package while expanding coverage options for your team.
Our voluntary benefits can be made available to your team through payroll, or outside of payroll, all at no additional cost to the owner.
Your employees own their coverage, at the group rate. Employees are able to take their coverage with them if they move or retire, at the same rate they paid while at your company.
Many of our best plans are available to both W2 and 1099 employees.
Our benefits can be communicated to the staff in person or virtually. Options are available to send text messages or emails that have informational videos explaining the products. Landing pages are created for each enrollment with links to carrier information, and options to schedule virtual meetings or phone calls with a benefits counselor.