Once we have a clear understanding of your business, we examine your business goals and align those goals with a tailored benefits plan. We do not assume the needs of your business and blindly recommend strategies that have worked for other companies. Your business deserves individual attention. Once we have listened and learned, we can accurately recommend plan designs, adjustments, and contribution strategies, thus making your benefits appropriate and cost effective. But we don’t stop there! We will complete negotiations between you and the insurance carriers and finalize plan designs well before the renewal date.

Your Business 

We want our clients to benefit from their employee demographic. Each business, their employees and the associated risk factor are unique. Understanding employee needs is just one step on the way to specializing a benefits plan. Knowing the employees’ needs and catering to them increases retention and overall morale. Benefits aren’t just about employee retention though. When you build a plan with us, you are providing the best protection for your people. Giving employees “peace of mind” is a gift of immeasurable value.

Your People

NFG works to increase participation, create behavioral change and minimize cost. This approach helps clients gain new insights into their business. At Nelson Financial Group, we look for ways to reduce costs, educate employees, and improve overall wellness in the workplace.

Once the plan is in place, NFG holds open enrollment meetings to help you inform and educate your employees. We want them to understand the best ways to use their plans. Our goal is for your employees to minimize their personal costs and overall claims utilization while getting the right treatment at the right time.

Our Approach

At Open Enrollment, your Nelson Financial Group team is usually accompanied by carrier representatives as well. After enrollment, our Account Managers are available to handle any concerns employees might have throughout the year. They are truly an extension of your HR Department. 


Retaining committed, long-term employees is crucial to the strength and success of any organization. Employer paid benefits might not always cover everything your employees need but offering voluntary benefits helps you to attract and retain high caliber people. Voluntary benefits provide a variety of coverages to insure the specific needs of your employees and their families. Your employees will also have access to a customized HRconnection portal 24/7.

Products & Services

Renewal Timeline

120 Days

90 Days

60 Days

30 Days

Gather employee census and claims data to go out to market and get carrier quotes 

Analyze quotes and plan options from the carriers and negotiate the most cost effective yet comprehensive benefits package possible

Present  proposal to Decision Makers and establish action plan for Open Enrollment. 

Host Open Enrollment Meetings and assist employees in selecting plans

New Plan Year


Need more information? Contact us

We are here to assist. Contact us by phone, e-mail or chat.

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