Bryson Financial Capabilities

www.brysonfinancial.com 3777 Long Beach Blvd. Suite 500 Long Beach, CA 90807

Create a Client for Life

Develop close relationships with our clients, to individually assess their needs, and design a customized strategy that best meets those needs.

Acknowledge and Recognize Change To constantly be cognizant of current events in the industry and legislature so that we can continually adapt and change our plans and strategies to ensure the best interest of our clients.

Provide Intellectual Capital Draw upon the vast and wide ranging experience of our employees with over 60 years of combined experience in the retirement industry to assist clients in areas our competitors may not be equipped to service.

Our Mission

Bryson Financial

Employee Benefits

Bryson Financial

Long Term Strategy & Planning - We partner with you to find solutions for your immediate problems, identify concerns you have for the future, and plan for the next 1, 2 and 5 years or longer, considering your goals and expectations for your company and employees.

Weekly Legislative Updates - The insurance and financial industry is constantly changing and we know you need to be able to get current, succinct, and easy to understand information. More importantly , you need to know how it will impact your company and workforce. We provide this information in our weekly legislative updates.

Negotiation/Leverage - We will leverage our relationships with our carrier partners to negotiate on your behalf to get the best pricing and benefits available to you.

Claims Support & Services - Our knowledgeable staff can assist your HR Team and your employees in both simple and complex claims issues, becoming their advocate and their voice. This includes appeals to the carriers and to the Department of Insurance if necessary.

My Wave - You will have access to our HR Portal via MYWave which offers you the ability to post and share documents, provide access to benefit plan and risk management program surveys, and connect clients with peers from across the country to network and share resources.

Bilingual Staff & Support - We offer Spanish speaking staff to provide information for your bilingual employees.

Benefits Booklet - Our clients find our customized Benefits Booklet is a great reference tool for their employees as well as a great tool for attracting new employees.

Bryson Financial

What We Provide You

COBRA Administration - As our promise to you, we will pay for the COBRA administration for your company. We work with several different administrators and will align you with the one that best suits your needs.

COBRA Transition - Our individual specialist will work with your employees who are transitioning to COBRA or who are on COBRA to investigate other options for insurance coverage.

Medicare Transition - Our individual specialist will work with your employees who become Medicare eligible to find options such as Medicare Supplement plans as a way to save them substantial costs while being able to access their Medicare benefits.

Ongoing Education for Employees - During the year we can provide ongoing education to your employees about their benefits and how best to use them through our Lunch & Learns and Health Fairs.

Jackson Lewis - Our retainer agreement with Jackson Lewis, a law firm specializing in workplace law, allows us to have the ability to assist you in answering your questions when complicated situations arise regarding law in the workplace.

Annual Seminars for Executives and Management Staff - We provide seminars at least once or twice a year with a focus on topics that are beneficial for Executives and Management. These programs also allow our clients to meet each other and share issues they are experiencing in their respective companies.

Open Enrollment Meetings & Materials - Our will handle your open enrollment meetings from start to finish at one location or multiple locations. We work with you to schedule the meetings, have carrier representation there if needed, provide customized packets for your employees, and serve as a back-up for your HR team for questions regarding all your employee benefits.

What We Provide You

Bryson Financial

Negotiation is an under utilized tool that we persistently use. This means you are never paying more than what is necessary for your benefits. We will always negotiate the best price we can get to help you stay within the financial plan of your business, while still making your employee benefits attractive towards hires and retain the best in your industry.

Negotiation

Bryson Financial

Our total combined experience of over 60 years in the industry is unprecedented in a company of our size. This experience is not just limited to the brokerage side of the insurance industry; carrier and medical experience comprises a large portion of our experience pool as well. This allows us to share our knowledge and expertise with you to make better informed decisions regarding your employee benefits overall as a company and to individually impact those who need special attention in a crisis situation.

Intellectual Capital

Bryson Financial

As current involved members of NAIFA (National Association of Insurance and Financial Advisors), combined with our network of resources at the local, state, and national level, we can provide you with information regarding pending and newly passed legislation that may affect your company and industry. This allows you to maintain compliance as well as awareness of issues, which may require change in your business model or strategy moving forward.

Legislative Information

Bryson Financial

With carrier experience comes knowledge of how the carriers work and established relationships with people working on the carrier side. We leverage this experience and those relationships to help you get your claims issues addressed and resolved. We can also assist you in implementing case management for those employees with catastrophic, chronic illness or injury.

Claims Assistance, Resolution and Case Management

Bryson Financial

We have established a comprehensive strategic planning process that includes pre-meetings, timelines, and implementation to allow us to manage your annual renewal process. We realize that this is always a stressful time for you and your employees, especially if it involves a lot of changes. We are there to help you plan to alleviate and avoid a majority of that stress. During this period of service for you, we strive to be your most valuable partner, to do whatever we can to insure ease and success from renewal to open enrollment and beyond.

Pre-Renewal Strategic Planning

Bryson Financial

We pride ourselves on knowing our clients and their businesses so well that when we see or hear about something we know may specifically impact them, we send a copy of an article or shoot them a quick e-mail to share this information.

Upon request, we can also assist in helping you create communication pieces if that information needs to be shared with your employees as well.

Communication and Accessibility

Bryson Financial

Our company philosophy is one that spotlights attention to detail. Our company specifically focuses on the target of the employer group. We believe that by having a target focus it allows us to provide superior service and guaranteed quality assurance. We pride ourselves on the ability to listen to your problems and address issues in a manner that is most appropriate for that particular situation. We know and expect you to hold us accountable if you feel we have not met your needs. This allows us to make changes in the way we do business going forward and allows us to move in a positive direction. It is this attention to detail and feedback that strengthens our relationship.

Ongoing Customer Service & Accountability

Bryson Financial

Bryson Financial is proud to present

Bryson Financial

Click + Connect + Communicate

MyWave - your personalized Website that allows you to effortlessly click, connect and communicate with Bryson Financial.

• Access time-saving tools and resources

• Build convenience into managing your everyday work tasks

• Collaborate with our agency and resources

• Connect with over 200,000 peers in your industry

Bryson Financial

1. Collaboration Center

Allows a seamless exchange of information sharing from our agency to you

2. Benchmark Surveys

Participate in benefit plan surveys

3. Community

Connect with other professionals in your field by entering group discussions, or post a message of you own.

Bryson Financial

• Our document posting capabilities allow a seamless exchange of information sharing from our agency to you.

• Accessible 24/7, postings from our agency are timely relevant and easy to locate in one convenient pace online.

Collaboration Center

• Participate in benefit plan surveys.

• Allow you ti determine how your plans an programs compare to other employers across the U.S.

Benchmark Surveys

Bryson Financial

• Through My Wave® Community, you have access to over 2000,000 knowledgeable colleagues fro across the country.

• Share information and resources via the Community’s interactive forum. Post questions to your peers and provide insight into other users’ questions.

• Topics include Compensation, Employee Relations, HR Development, HR Management Topics, Recruitment, Risk Management, and Others.

Community

Bryson Financial

Bryson Wealth Management

www.brysonfinancial.com

Bryson Financial