We design, bid, implement and communicate
employee benefit plans:

JMD Group, LLC asks you the questions we need to get the outcome you want! We understand your insurance needs and the marketplace. We work as an advocate on your behalf. Our long-term relationships with insurance companies allows us to have strong negotiating power to get you the best plan at the lowest cost. It gives us leverage to use on behalf of the employer. We do what we say we will do and see that you are treated fairly every step of the way, from claims to billing.

 

  • Products
  • Services
Group Insurance
  • Major Medical
  • Dental & Vision
  • Life and AD&D
  • Short & Long Term Disability
  • Medical & Prescription Drug Programs
  • Group Long Term Care
  • Supplemental Group Term Life
  • Critical Illness Plans
  • Business Travel Accident

Retirement Accounts
  • Profit Sharing Plans
  • Tax Sheltered Annuities (T.S.A.'s)
  • 401 (k) Salary Deferral Plans

Executive Benefits
  • Executive disability and long-term care programs
  • Supplemental retirement plans
  • Executive life insurance plans
  • 401 (k) Mirror Plans
  • Deferred compensation plans


Employer Benefit Consulting
  • Employee Benefit Communication and Coordination Program
  • Consulting and Brokerage Services

Financial Planning

Personal & Estate Planning

  • Long term care planning and insurance
  • Family needs analysis
  • Retirement projections
  • Financial planning during retirement
  • Estate tax avoidance techniques
  • Appropriate use of life insurance
  • Annuities

Business Planning

  • Perks & benefits for business owners
  • Tax avoidance on third-party sales
  • Buy-sell planning
  • Exit strategies for business owners
  • Succession planning for family business

 

Retirement Planning
  • Profit Sharing Plans
  • Tax Sheltered Annuities (T.S.A.'s)
  • 401 (k) Salary Deferral Plans