Insurance Benefits
Top-Level Insurance Benefits will set your business apart!
Through our team of license professionals, our Insurance Benefits Group helps our clients navigate the complex waters of the group insurance landscape. We know that providing the best quality health care plans are key to attracting and retaining quality employees. Our team specializes in insuring your success.
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ERTC
We deliver exceptional value through a wide range of features meticulously crafted by our team to provide every customer with the best possible experience. Explore the main features today.
R&D CREDITS
We deliver exceptional value through a wide range of features meticulously crafted by our team to provide every customer with the best possible experience. Explore the main features today.
SETC
We are committed to delivering the highest level of support to our customers and we work tirelessly to maintain our rigorous standards of quality and excellence. Customer service is the cornerstone of our operations, ensuring your satisfaction at every step.
We understand the complexities of the insurance benefits landscape from years of hands-on experience. Our vision is to empower business owners and entrepreneurs to achieve their objectives by providing the most cost-effective benefits solutions, positioning them as the employers of choice in their markets. We don't just offer benefits; we deliver enhanced service and tailored care management designed to shield our clients from the long-term impacts of rising healthcare costs.
With a deep understanding of the industry's challenges, we continually seek innovative ways to reduce costs while enhancing the quality and service of healthcare. Our mission is built on collaboration and open communication with our partners and clients, ensuring that the most effective solutions are always within reach.
By leveraging our expertise, gained from years of navigating the intricacies of healthcare benefits, we help you avoid common pitfalls and create a sustainable benefits strategy. Our goal is to support your business objectives while fostering a workplace culture that attracts and retains top talent. Our Insurance Benefits Solution is committed to delivering more than just benefits— we provide peace of mind and strategic support for your long-term success.
Our Other Solutions
At Lumina, we prioritize the unique characteristics of strategy and relationship-building.
We see your financial goals come to life by leveraging more than 30 years of experience in the industry and find cutting-edge approaches to see you reach your desired outcomes. Though there are financial hurdles along the way, Lumina brings clarity, freedom, and sustainable success, enabling you to unlock your passion and align it with opportunities that elevate your financial impact both personally and professionally.
Wealth Management
Through our team of licensed professionals, our wealth management group provides financial planning, investment management and estate planning to help our clients grow and preserve the wealth of their business and achieve their long-term objectives.