We support individuals and small business owners with the following:
1. Set up of retirement plans (401k, IRA, Roth, SEP, 403b and more)
2. 401 rollovers and Defined Benefit Pension plans
3. Fixed and Indexed Annuities
4. Term and Permanent Life insurance plans
5. Health Insurance (group or individual)
6. Medicare enrollment
7. Long Term Care
8. Disability Insurance
We are independent General Agency representing over 40 insurance and financial service companies. We have nearly 100 independent Life and Health agents, and committed to recruiting quality agents to introduce them to markets they never once thought possible.
With over 16 years of experience in training, consulting, and coaching organizations with as little as 5 employees, as well as Fortune 500 multinationals – ChoiceWorks specializes in maximizing business performance of people, cultures and organizations.
Some of the results we have produced are:
• Created Cultures of Accountability
• Increased Sales
• Reduced Non Productive Conflict on a Production Line
• Streamlined Meetings
• Improved Individual Productivity
• Developed Higher Levels of Engagement
• Created Clear Communication
• Accelerated Project Delivery
• Supercharged Teams
• Selected the Perfect Person for the Job
The ChoiceWorks Vision relies on the simple principle that accountability, teamwork and ownership are the basis for high performance and improvement in any organization. Programs to improve results are based on developing sustainable accountability from the top levels of an organization to people on the firing line in service and production roles. We help our clients overcome real time challenges while they learn and change. We integrate multiple protocols to achieve our client goals including: Assess Cultures, Individuals, and/or Teams - Business Planning - Individual and Team Coaching - Process Improvement - Interventions and Mediations.
ChoiceWorks has a reputation for delivering on what they promise, modeling what they teach, and building strong, supportive relationships with their clients.
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