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The Rough Notes Company Inc.

Benefits & Financial Services

    THE POWER  OF TWO

THE POWER OF TWO

P-C agency teams up with benefits expert to meet clients’ needs Build a base of experience and a strong reputation. Then let youthful energy drive the future. It’s a natural cycle that invigorates agency operations and introduces them to a new generation. For example, Carlisle Insurance in Corpus Christi, Texas, has spent the last five years creating a solid base of employee benefits business that both supplements and energizes its

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    TELEMEDICINE AND MORE

TELEMEDICINE AND MORE

Get in front of the competition by providing services beyond just basic health and voluntary benefits When people work hard to earn a paycheck, they carefully consider where and how much of it to spend. Why should the philosophy be any different when it comes to buying insurance? It really isn’t. Working with the right benefits partner can offer more things to talk about and more ways to help your

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    ACCIDENT COVERAGE HAS BROAD APPEAL

ACCIDENT COVERAGE HAS BROAD APPEAL

Product serves vital need in high deductible health plans As  deductibles in employer  health plans continue to rise, employees are increasingly vulnerable to the financial consequences of accidents. Many live paycheck-to-paycheck and can ill afford to self-insure the accident risk; those who do manage to save money do so for vital purposes, such as educating children or their own retirement. Accident-related expenses can seriously derail those plans. This below-the-deductible gap

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    A DISCIPLINED APPROACH TO BUILDING A BENEFITS STRATEGY

A DISCIPLINED APPROACH TO BUILDING A BENEFITS STRATEGY

CoBiz Insurance uses analytics and automation to service clients of all company sizes Big or small, employers can benefit from a scientific, analytical approach to building an employee benefits strategy. In Colorado, small to medium-sized employers dominate the economic landscape, but CoBiz Insurance treats them all with the same sophistication as the giants, says Reed Smith, senior vice president and employee benefits practice leader. “Our company is dedicated to improving

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    CANCER INSURANCE

CANCER INSURANCE

With a 50% chance for men and 33% chance for women developing cancer, perhaps it’s time to discuss this exposure with your clients Recent American Cancer Society (ACS) data show that, for nearly all types of cancer, survival rates are higher—some dramatically so—than they were in prior years. But despite progress, ACS models project that, this year, we’ll still see nearly 1.7 million new cancer cases diagnosed and more than

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