KT&D, Inc. Financial Services was established to offer our clients the ability to coordinate all of their insurance coverages through one independent agency.
The ability to call one resource to get answers to all your insurance questions.
Through coordination, the duplication or omission of desired coverages can be eliminated.
Services are enhanced when more than one professional is familiar with your business.
Products and Companies
The Financial Services division specializes in Insurance and Employee Benefits including:
Disability Income Insurance
Life Insurance
Health Insurance
Retirement Planning
Discriminatory Benefit Plans
Personal Financial Analysis
Contract Analysis
Long Term Care Insurance
Estate Planning
Business Planning
Third Party Consulting
Service Advantages
A partial list of services we currently provide for our clients includes:
Changes in the insurance marketplace are monitored as to their effect on an individual, a solo product, or to the focus on the group as a whole.
Annual review, to discuss any changes in your goals and needs as a business.
We are a resource with the ability to contract with many different insurance companies and insurance products to meet the needs of your business. KT&D, Inc. provides the experience, knowledge, service, and products within one agency ot help you reach your goals.
All administration is handled form our office. Enrollment of new hired employees, changes to existing coverages, group benefit meetings, and one-on-one question and answer sessions are handled by Scott P. Yerkes, CLU,RHU,REBC,LUTCF and staff. Employees are encouraged to call me directly.
Review of all current policies. Elimination of duplicate coverages or coverage gaps. Explore the advantages of group contracts and/or list bill discounts.
Realized Benefit
Saves you and your staff time and expense.
Objective professional assistance for you and your employees.
Relationships with current agents/advisors may be maintained. KT&D, Inc. will provide a coordination of all the products and services utilized by your business.
Service enhances the products you already purchased. All of these services are included at no additional costs.
Scott Yerkes - CLU, RHU, LUTCF, Vice President - Financial Services
