Services
The Enrichment Group offers a unique array of services that impact individuals, families, and business owners alike. Whether you are planning for retirement, buying a house, or starting a business, The Enrichment Group is here to help you plan today so you can secure the future you deserve tomorrow.
Retirement Plans
Our licensed agents work with clients to develop a personalized retirement plan based on the goals and objectives of the client. How you want to live your golden years of retirement is your choice and we help you get there with retirement income strategies designed to achieve your personal outcome.
Life Insurance
Our life insurance strategies are designed to help you have peace of mind knowing your loved ones will be taken care of post-life. We will help you create a legacy that will continue to impact and enrich the lives of those you leave behind. The Enrichment Group works with individuals, families, non-profit organizations, municipalities, school districts, and business owners to provide the best financial planning for themselves, their employees, and for the employer. Our plans include whole life, term life, universal index life, mortgage protection, final expense, or a combination of all.
Employee Retention Credit
You may be eligible for Employee Retention Credits (ERC) of up to $26, 000 per employee. The ERC program was created under the CARES Act as part of the federal government’s relief program to encourage and reward business owners that retain employees during the COVID-19 pandemic. Recently the policy was amended to enable business owners to qualify for ERC tax credits even if they received PPP loans. The time period the program covers was also extended from March 22, 2020 to December 31, 2021.
Qualify!
Miscellaneous Essential Services
Running a business or household is stressful enough, that’s why we offer our clients a website to help them set up electricity, gas, cellular service, cable, internet, security systems, ID protection, payment processing, health share, and travel.
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Affordable Health Insurance
We offer individuals affordable health care designed to meet their individual needs. We are licensed and appointed with many companies so we can make sure you have the company and plan that works best for you and in many cases might cost as little as $0. For business owners, we can help you pick a plan that will actually give your employees money back while at the same time, lowering your tax obligations leading to higher cash flow for the business.
Medicare Advantage
Medicare is a federal health insurance program for:
*people 65 and older
*people with certain disabilities
*people with end-stage kidney failure.
There are several parts to Medicare, and understanding what these parts are and how they work can be difficult. We will help you make a more informed decision when you reach this stage of your life.
We are proficient in legislative, business, and marketing changes and keep our clients educated so they can be empowered to make decisions to benefit themselves, their families, or their business. Trust The Enrichment Group to help guide you through the decision-making process with a plan tailored just for you.
Contact us to discuss your situation and needs in confidence.