With every group, we offer a very streamlined process- Quote, Enroll, Renew. Our process is done all online. To start the quote, we ask you to complete a question and submit Claims Data, Census, or Health Applications (common for groups under 5)
Group Benefits
Insurance can be a pain, we're here to help.
Group Major Medical
Individual Health Solutions
Medical Access Plan
Ancillary Benefits
planning, strategy & execution with robust optionality
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
Fully Insurance
Self and Level Insured
Health Reimbursement Accounts
Group Major Medical
We have a simple, streamlined and sustainable approach with every client, customizing for your unique needs.
how it works
On and Off Exchange Health Insurance
Medicare- We support individuals transitioning from group plan
Individual Health Solutions
Hooray Health- Individual Solution
Vault- Group of 2 or more Solution
Medical Access Plan
Dental
Vision
Long and Short Term Disability
Group Life
Accident & Dismemberment
Wellness Programs
Ancillary Benefits
questions & answers
What type of plans do you offer?
We offer fully funded, level funded, and guaranteed issued plans (or called Medical Access Plans). Our main benefit partner plans are self-funded or level-funded, with 100% of any surplus staying with the employer, ensuring participating groups benefit fully.
Is there any coverage that our organization would need to provide or be liable for beyond the cost of premiums?
Each product offers specific advance and aggregate options based on funding. The attachment point sets liability beyond premiums. If a small group faces a large reduction and hits the limit, we can add protections for at-risk groups.
Do you offer solutions for individuals?
Yes. We also offer solutions for individual health insurance and Medicare (65+).
Our Values
Empower
Collaborate
Integrity
Accessible
our strategic partnerships
Reach out today to learn about how we partner with organizations to provide services to their association, denomination, or club.
Our association plans are designed to help your member organizations meet their goals, elevate their employees, and provide real solutions.
We currently partner with over 2500 organizations through 4 associations for retirement, investment, tax, and insurance benefits. Additionally, we partner with 5 other organizations to provide personal wealth, estate, investment, and tax.
Reach out today to learn more about how we can partner together to deliver financial, business, retirement, wealth, tax, and insurance solutions.