Business Process | Krueger Financial Management, Inc.

For over 30 years, Krueger Financial Management Inc. has been providing a new direction for businesses looking for a “one stop shop” when it comes to employee benefits, insurance, and executive benefits planning. Using our unique process, our team of professionals provide customized solutions that meet our clients’ ever-changing needs, regardless of their size. Our process called The Management Advantage is designed to provide a holistic approach for our business clients who want an in-depth analysis of their entire company’s insurance and benefits packages.

The sequence and details of this unique process for businesses can be seen on the right of this page.

And while some companies would like a thorough analysis of their plans, others prefer to focus on just a few areas from our list of product offerings. To see a list of the products and services we offer to businesses please click on Products and Services above.

Step 1 – The Management Advantage Overview (1st meeting)

Our broker dealer
Our experience and credentials
Our unique process
Compensation / Our promise / Contact information

Step 2 – The Benefits Inventory Process

Clarification of business short and long range goals
Completion of The Benefits Inventory Fact Finder
Gathering of current benefit plan descriptions, insurance policies, etc.

Step 3 – The Management Solution

Competitive analysis and recommendations for all group benefit plans
Business insurance recommendations
Retirement plan analysis and recommendations

Step 4 – The Implementation Process

Individual or group employee meetings for enrollment process
Processing and tracking of all applications and paperwork

Step 5 – Introduction to The Benefits Review

Delivery and review of employee booklets
Delivery and review of The Benefits Review

Ongoing Regular Meetings

Review and revisions of benefit plans and insurance
Periodic competitive analysis of company benefits
Annual investment market commentary by industry experts
Annual tax law updates
Discussion of any new industry products, policies & company services

Ongoing Value Added Services

24-hour online investment account access via websites
Website with information on various timely financial topics
Financial newsletter
Periodic seminars on pertinent financial topics