Sam Bond Benefit Group Introduction
2
Thank you for your interest. Choosing well starts with choosing the right agent. I am Samantha Bond, President of Sam Bond Benefit Group. I began assisting business owners with their human resource and insurance needs in 1990. Since then, I have been providing clients with the kind of service that keeps them referring my services more often than the best mechanic in town. A preferred vendor, a company you don’t hesitate to recommend, is a valued commodity. Think of your mechanic. Think of your hair stylist, doctor, and dry cleaner. How about your insurance agent? Is she (or he) someone you can recommend? My clients have called me a hero. It makes me proud when clients rely on me to dissect the meaning of their coverage. To offer them advice, instead of just quotes, is something I put my name on. One client exclaimed, “She uses a machete to cut through red tape!” Actually, those are song lyrics, though it is true. The big picture is that health insurance has changed. Life insurance can be complicated. Small businesses grow faster when owners focus on business, instead of employee administration. You have a choice. Please call today: 877-426-6320. Insurance for an individual is by definition ... individual. Essentially, individual insurance is a policy purchased without the involvement of an employer or association. Samantha Bond • 877-426-6320 200 Beach Drive, Suite 9 • St. Petersburg, Florida 33701 [email protected] Whatever your insurance needs, choosing the right agent is the first step. Choose wisely. Call or email today. Health Insurance • Guaranteed Issue • Create Access to Care • Includes Well Care • Choose Co-Pays or High Deductibles • Reduce Unexpected Bills • Local and National Physicians Network Life Insurance • Term Life • Universal Life • Whole Life • Combination Coverage • Conversion Rights • Living Benefits Disability Just over 1 in 4 of today’s 20 year-olds will become disabled before they retire*. Being unable to work due to accident or illness does not stop our need to provide food and shelter. In many cases, no work equals no income. Short or long term, disabilities wreak havoc on finances and families. The policy you purchased years ago may not meet your needs today. I can help with a policy review, or an initial needs analysis. Different Policies Solve Different Needs. What are your priorities? Lifestyle protection • Retirement accumulation • Long term care • Provide for loved ones Business succession planning (business should not die with the owner) • Tax advantages Fund Buy-Sell Agreements *U.S. Social Security Administration, Fact Sheet February 7, 2013 Sometimes Choosing Is Tough.
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Transcript of Sam Bond Benefit Group Introduction
Thank you for your interest.
Choosing well starts with choosingthe right agent. I am SamanthaBond, President of Sam Bond Benefit Group. I began assistingbusiness owners with their humanresource and insurance needs in1990. Since then, I have been providing clients with the kind ofservice that keeps them referringmy services more often than thebest mechanic in town.
A preferred vendor, a company you
don’t hesitate to recommend, is avalued commodity. Think of yourmechanic. Think of your hair stylist,doctor, and dry cleaner. Howabout your insurance agent? Is she (or he) someone you canrecommend?
My clients have called me a hero. It makes me proud when clientsrely on me to dissect the meaningof their coverage.
To offer them advice, instead ofjust quotes, is something I put my
name on. One client exclaimed,“She uses a machete to cutthrough red tape!” Actually, thoseare song lyrics, though it is true.
The big picture is that health insurance has changed. Life insurance can be complicated.Small businesses grow faster whenowners focus on business, insteadof employee administration.
You have a choice. Please calltoday: 877-426-6320.
Insurance for an individual is by definition ... individual. Essentially, individual insurance is a policy purchased without the involvement of an employer or association.
Samantha Bond • 877-426-6320200 Beach Drive, Suite 9 • St. Petersburg, Florida 33701 [email protected]
Whatever your insurance needs, choosing the right agent is the first step.
Choose wisely. Call or email today.
Health Insurance• Guaranteed Issue • Create Access to Care• Includes Well Care • Choose Co-Pays or High Deductibles• Reduce Unexpected Bills • Local and National Physicians Network
Life Insurance• Term Life• Universal Life • Whole Life• Combination Coverage• Conversion Rights • Living Benefits
DisabilityJust over 1 in 4 of today’s 20 year-olds willbecome disabled before they retire*. Beingunable to work due to accident or illnessdoes not stop our need to provide food andshelter. In many cases, no work equals noincome. Short or long term, disabilitieswreak havoc on finances and families.
The policy you purchased years ago may not meet your needs today. I can help with a policy review, or an initial needs analysis.
Different Policies Solve Different Needs. What are your priorities?Lifestyle protection • Retirement accumulation • Long term care • Provide for loved onesBusiness succession planning (business should not die with the owner) • Tax advantagesFund Buy-Sell Agreements
*U.S. Social Security Administration, Fact Sheet February 7, 2013
SometimesChoosingIs Tough.
We recognize the incredible sacrifices it takes to build and operate a successful enterprise. The majority of businesses grow with the addition of employees. Just likethe business owner, employees take risks in joining a new team. Pay and benefits arethe rewards they expect. Employers need efficient systems.
Payroll Administration Tax Withholding FICA/FITW
Direct Deposit Employer Taxes FUTA/SUTA
Wage Garnishments Workers’ Compensation
Time and Attendance Wage and Hour
Health Insurance
Life Insurance
Short and Long Term Disability
Paid Time Off (PTO)
Dental Insurance
Vision Insurance
401K Retirement
Section 125
What is a PEO? Is it right for your company?
Choose wisely. Call or email today.
We cater to business owners.
Samantha Bond • 877-426-6320200 Beach Drive, Suite 9 • St. Petersburg, Florida 33701 [email protected]
It gets complicated! Employee benefits are at the heart ofemployee recruitment and retention.
Payroll Use PEO FEIN
Transfer Burden
Reduced Liability
Multi State Ops
On Line Processing
Record Keeping
EE Self Serve
Premium Collection
Workers’ CompensationPer Pay Period
Combined Risk
Safety Incentive
Increased Limits
Claims Managed
Drug Testing
Underwriting
Class Code Assistance
Employee BenefitsLarge Group Plans
Health, Life, Dental, Disability
Participation Flexibility
National Plans
Cultivated Experience
Greater Selection
Enrollment Management
COBRA
Human Resource ComplianceHealthcare Reform
Employee Manuals
New Hire Procedure
Tax Credit Administration
Drug Free Workplace
Wage and Hour
Small Business Efficiency Act
Employer Practices Liability
Insurance
Many employers choose to focus on their business and use the large scale buying power of a Professional
Employer Organization (PEO) to accomplish what they need and their employees want. Employee leasing is
another term used to describe a contractual relationship between the service provider, the employee, and the worksite
employer. By transferring the responsibility for payroll and tax requirements, the employer leases the same personnel
back from the PEO. This transparent relationship allows the PEO to share an insurable interest in the employee.
Workers’ CompensationPer Pay Period
Combined Risk
Safety Incentive
Increased Limits
Claims Managed
Drug Testing
Underwriting
Class Code Assistance
Employee BenefitsLarge Group Plans
Health, Life, Dental, Disability
Participation Flexibility
National Plans
Cultivated Experience
Greater Selection
Enrollment Management
COBRA
Human Resource ComplianceHealthcare Reform
Employee Manuals
New Hire Procedure
Tax Credit Administration
Drug Free Workplace
Wage and Hour
Small Business Efficiency Act
Employer Practices Liability
Insurance
