Strategic Planning:

Wallis Employee Benefits helps you develop and establish a benefit package that will work towards addressing your company's current goals and budget.

As your company evolves, we proactively recommend new services that will keep your benefit offerings comparable to that of your peers.

We make a commitment to keep you on the cutting edge of employee benefits by informing you of changes in the employee benefit marketplace and introducing you to new products and services that can improve your existing benefit program.
Service Model

Developing Your Benefit Package

  • Start with detailed initial fact-finding
  • Work within your budget
  • Stay competitive with companies in your industry
  • Focus on employee choice & satisfaction

Plan Establishment & Enrollment Services

  • Setup Online Enrollment Portal
  • Conduct Open Enrollment Meetings & Benefit Fairs
  • Meet with individual employees to answer personal questions
  • Monitor paperwork flow & underwriting process

Plan Maintenance

  • Online access to plan summaries
  • Support in getting claims resolved
  • Annual Benefits Review

IMPORTANT CONSUMER INFORMATION:

Investment Advisory Services are offered through BayBridge Capital Group, LLC, a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at (888) 440-2224 or return and delete the original transmission and its attachments without reading or saving in any manner.

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