Our Services

Our Services

Some of the insurance services that can be offered by our appropriately licensed industry professionals are as follows:

Life Insurance – Access to virtually every life insurance product (term, whole, universal, etc.) offered by the highest rated insurance companies such as: MetLife, Transamerica, Penn Mutual, Prudential, Lincoln, etc. We can provide you a new insurance policy or review your current policy to ensure that it is competitively priced based on prevailing rates and that your needs are fully covered.

Health Insurance – Whether you are looking for a plan for you and your family, or one for your company’s employees, we have the expertise to understand your needs and create a plan that is priced competitively, while offering your loved ones the coverage that they need. We work with all of the major carriers such as UnitedHealthcare Oxford, Emblem Health, Aetna, etc., and can offer you a new plan or simply review your current plan to look for ways to save money and maintain the highest level of benefits.

Voluntary Benefits – One way that an employer can deliver value to (and garner loyalty from) their employees is by offering a well rounded suite of voluntary benefits such as Group Life, Group Dental, Group Long Term Disability, Group Vision, etc. Working with industry leading insurance companies such as Allstate, Aflac, Principal, etc., our team can sit down with you and devise a comprehensive platform that will help your employees create a sound financial safety net for their families. From implementation of the plan to the filing of claims, our team will be with you every step of the way.

Retirement Plan Solutions – As part of our Voluntary Benefits offerings, representatives of Aegis Capital Corp. are proud to offer our clients a full range of Corporate Retirement Plan Solutions. We, along with our retirement plan specialists, can create a complete end-to-end solution or integrate targeted solutions into your existing plan. We will also help ensure that every aspect of your plan is covered, from record keeping and administration to plan design and documentation.
Our retirement plan services carry the same commitment to independence and transparency that is found throughout our firm. Our fees are fully disclosed so you can be confident that there are no hidden surprises. Once your plan is established, our work doesn’t end there. In addition, our plan partners are committed to ensuring that you remain compliant from a record keeping standpoint and will always be available to work with you, your payroll team and your finance managers.

We offer every type of retirement plan that your company may need, however if you are new to the retirement planning process, we can help determine which plans are the right fit for your company. Some popular retirement plan solutions include:

Full Service Defined Contribution Plans – We offer 401(k), 403(b) and 457 plan solutions.

Defined Benefit Pension Plans – Leveraging our in-depth industry expertise, we help you develop and maintain competitive pension plans. We utilize a team of pension actuarial consultants who can review your plan to help ensure that it meets required actuarial and regulatory standards and determine whether current funding levels are adequate.

Employee Stock Ownership Plans (ESOPs) – An ESOP builds employee motivation by creating a strong ownership culture, while also producing the potential for significant corporate tax advantages. Through feasibility analysis, we can help determine if an ESOP is beneficial for you and provide guidance in setting up, implementing and maintaining your plan.

Profit Sharing Plans – A profit sharing plan serves as a powerful incentive for attracting and retaining employees, delivering tax benefits to both employers and employees and giving employers contribution flexibility. We can assist you in assessing if a profit sharing plan would complement your existing plan and we can design a flexible plan to meet your firm’s unique circumstances.

Money Purchase Pension Plan – We can guide you through the process of setting up a money purchase plan that is highly competitive and builds employee satisfaction.

For more information on establishing a new corporate retirement plan or to have your current plan reviewed, please contact your Aegis Capital representative.