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Plan Management

EVANS provides four phases of planning to ensure our client's needs are met:
 
PHASE I: Plan Design and Rate Negotiations:
Although low premiums are important, EVANS has found delivery of value to be equally important. Fair pricing (not necessarily the lowest pricing) is based on demographics, experience and medical trends. This will enable the carrier to deliver optimum plan design, quality service and consistent pricing year to year.
 
PHASE II: Employee Communication and Coordination of Enrollment:
A full service team consisting of personnel from EVANS, as well as the selected carrier, will be assembled for the initial communication and enrollment procedure. A written time line for implementation will be presented and adhered to by the team. After the plan is enrolled, follow-up meetings can be scheduled to answer any questions employees may have about plan procedures.
 
PHASE III: Ongoing Support:
A dedicated support team, consisting of three individuals, will provide claims and administrative assistance to your administrative staff, employees and family members. EVANS' extensive relationship with most carriers provides them with the necessary leverage to quickly resolve problems and negotiate excellent renewals.
 
PHASE IV: The Renewal Process:
Typically, forty-five days prior to renewal, Evans will obtain the current experience and renewal package. This enables them to negotiate vigorously, as well as to go out to the marketplace when necessary. Whenever possible, rate guarantees are sought to stabilize clients' premium exposure. Their expertise in plan pricing has given Benefit Council tremendous insight as to how carriers price products.
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Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through Brookstone Capital Management LLC (BCM), an SEC Registered Investment Advisor. BCM and Evans Financial Group are independent of each other.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.