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Wisconsin Benefit Planning We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement-or looking to better understand certain investment ideas-we can help you address your most pressing financial questions.
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Wisconsin Benefit Planning, Inc. has a rich history in Northern and Central Wisconsin and our roots can be traced back to 1922. Our longevity is directly linked to the service we provide and the integrity we bring to the Health Insurance & Employee Benefit Planning field. It is our ultimate goal to help our clients provide quality coverage for their needs in the most cost efficient manner! We strive not to be the biggest Health Insurance & Employee Benefit firm, but to be the best in service, innovation and quality.
To be an invaluable Business Resource for our clients. We do this by working as a team of specialists to understand our client's goals, needs, values, risks and finding the best solutions, products and companies to meet those needs. To provide the services, tools and processes that help our clients focus on their core business success.
As a client of Wisconsin Benefit Planning, our Customer Advocate Center provides an enormous advantage to our clients by providing you personal and local service for all of your policy, procedure and claim questions. Why choose to work with a Wisconsin Benefit Planning agent when you can do it yourself on the internet?
We search for the most affordable plan designs for your employee benefits package.including group health, dental, disability, life, and voluntary insurances. We negotiate the best rates to save you time and money; we manage claims, communicate benefits to your employees, and handle service issues. We make available to our clients a wide range of quality insurance and investment products as well as financial and business planning services to create custom solutions to meet your individual needs.We provide knowledge in Retirement Planning field to help you evaluate costs, plan design, performance, fiduciary responsibility and compliance issues so you & your employees can look forward to a comfortable retirement.
Reviews (2)
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Debra Nowicki
Dec 01, 2020
Katreena was great. Very knowledgeable & informative. We will be going back to see her again.
Peggy Ebert
Nov 15, 2020
Eric was very very helpful He is a nice gentleman has helped me several times in the past and I will continue to ask his advice in the future