Group Health Insurance
Getting a solid health insurance plan in place that improves health outcomes and lowers costs is vital to a business. We take the time to educate employees on benefits and advise employers on obtaining the most advantage from group health insurance.
For your group term life insurance needs.
General Benefits Planning
In addition to helping you plan group health insurance and term life benefits, we are experienced in designing deferred pre-tax compensation plans such as 401k, 403b and 457 plans.
There are two major reasons for a company to provide deferred compensation plans to their employees:
- the tax benefits for the business itself
- the benefits to the employee, thus increasing employee retention and overall employee happiness.
We can design an overall solution for your company that fulfills all your group benefit requirements.
Our Process
We take a needs-based approach to planning for the future and asset management.
Our first questions are always:
• What are your financial goals?
• How much money to you have saved?
We will take a current snapshot of your financial status through six areas:
• Cash flow management
• Debt management
• Emergency funds
• Proper protection
• Asset accumulation
• Estate strategy
Once through our process, we will produce an action plan with a goal to improve performance in each of these six areas.
Our History
Our team leader, Michael Coleman, has been in the financial services industry for over two decades. Dynamic Expansion was created in 2017 to be a brand that fulfills its namesake—to dynamically change with a client’s needs. This is accomplished while also keeping in mind the overall goal of expansion of the client’s financial foundation for their family and business.
We originally began in Southern California, and have since expanded to operations throughout the entire United States and Canada.