About Us | History
In 1988, Mitch Fleischer and Sandy Jacobs decided to combine their two growing insurance practices and expand their service offerings. Since that time other experienced advisors have joined the Fleischer Jacobs Group and the company has progressively grown and expanded its services and products into one of the region’s largest providers of insurance, employee benefits products and services.
With the addition of the asset management division in 2002, the company began offering the full range of asset management services including investments, retirement plans and financial planning.
Our Specialty:
Employee Benefits(Health Insurance, HSAs, Disability, Dental, Life,Long Term Care, Retirement Plans, Executive Benefits), Investments, Financial Planning.
Our Strength:
We are a local company . We have built the success of our business through forming a “collective” firm of experts that enables us to cross sell product and expertise. We have disability experts, long term care experts, financial planning experts, investment experts, health insurance experts and HR consulting capability. Further, our affiliation with National Financial Partners ( NFP ) allows us to leverage size and scale resulting in the ability to offer our clients the products, technology resources and creative services normally only available to the corporate employer.
Services:
We offer a comprehensive portfolio of employee benefit plans as well as individual insurance and investment options. In addition, we have formed extensive business partnerships that further enhance the level and diversity of services we can provide.
Examples of Employee Benefit Services provided by the Fleischer Jacobs Group:
Access to the insurance, investment and retirement market:
Market analysis and trend information
Research market for competitive contracts and rates
Negotiate policy renewals and contract amendments
Human Resource support functions
Review and recommendation of employee benefit plans
Provide policy administration support to the Benefits Administrator
Prepare employee benefit communication materials
Conduct benefit educational / enrollment meetings
Provide web-based access to employee benefits information
Assist with web-based, customized employee surveys
Periodic review of claims and loss ratios
Periodic review of utilization reports
Assist in resolving claims/billing issues
Retirement Plan consulting services for individuals and employers
Business Exit Planning
Executive Benefits

