About Us
Many people "sell insurance" but because of my background in Counseling I prefer to really get to know my business owners and employees to evaluate what is needed and where their greatest risks are at.
The products and services we offer
Recommendations Received (23)
"Because of their experience/knowledge working with people in need."
"Charlotte is a great person; she's straight to the point, and she truly want to help you have the..."
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"Charlotte is a great person; she's straight to the point, and she truly want to help you have the best coverage you can for as affordable as possible. Highly recommend seeing what she can do for you."
Products & Services
If an illness or accident renders you unable to work can you pay your monthly bills without tapping your retirement or savings? Is $4.50 a week too...
When a person can not work due to sickness or injury paying their monthly bills can be a challenge. Give your employees an opportunity to purchase ...
Be prepared for time off after a surgery, for maternity leave, or unexpected medical leave. Between paid and unpaid federal and company benefits, t...
Gallery
Recommendations Given (29)
"Jodi is great to work with and knows her business. I highly recommend working with her. She is..."
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"Jodi is great to work with and knows her business. I highly recommend working with her. She is thorough in explaining the services without any pushy sales stuff. I suggest setting up a meeting to chat with Jodi! Great Info and Service! "
"Reliable, thorough, great service!"
Recent Activity
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on March 11, 2020
I do more t han just sell insurance. If a free resource and discounted health options are what a person needs that is what they are going to get from me. If they need assistance finding a Health Care Plan, which I do not sell, I will find it for them. If another provider can offer a better plan...
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I do more t han just sell insurance. If a free resource and discounted health options are what a person needs that is what they are going to get from me. If they need assistance finding a Health Care Plan, which I do not sell, I will find it for them. If another provider can offer a better plan for Dental, Vision, or Life I will refer them! I want what is best for my policy holders so that they have what they need to keep themselves and their families healthy. I am not going to high pressure someone to buy something they are not going to use or benefit from. In the end, when they are able, they will know who to turn to for honest unbiased services. ME!
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on January 20, 2020
Honestly it is a great idea to start thinking about how benefits will aid in retention and attraction of New Employees! But if you are not thinking about implementing any benefits for 2-3 years there is not much you can do as far as budget planning.... costs and plans change every year. I would...
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Honestly it is a great idea to start thinking about how benefits will aid in retention and attraction of New Employees! But if you are not thinking about implementing any benefits for 2-3 years there is not much you can do as far as budget planning.... costs and plans change every year. I would recommend looking at getting some supplemental plans in place for now! That way you can say you do offer a benefits package... which is always a great thing to be able to say. You could offer these supplemental plans as either an Employer Paid Benefit $50-$100 a month per employee or as completely voluntary employee paid option. Either way it is a great way to ease into benefits without having to deal with the ever changing Health Care System. It also would depend on how many employees you have... that makes a big difference too! Please feel free to reach out if you have any other specific questions as I have lots of creative ideas I have suggested to other businesses and they have been very happy with the results!
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on September 13, 2019
You don't win them over.... you have to establish a true relationship with them. Join some BnI groups... go to networking meetings.... if you are trustworthy, hard working and show them your willingness to work together you wont have any problems. Good Luck.
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You don't win them over.... you have to establish a true relationship with them. Join some BnI groups... go to networking meetings.... if you are trustworthy, hard working and show them your willingness to work together you wont have any problems. Good Luck.
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on May 24, 2019
There are affordable plans out there on the Market place. Put some supplemental plans in place to help cover the deductibles and big Health Care expenses in the event of a big claim. You have 60 days to enroll in a new plan. I recommend you visit WWW.HealthCare.gov.
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There are affordable plans out there on the Market place. Put some supplemental plans in place to help cover the deductibles and big Health Care expenses in the event of a big claim. You have 60 days to enroll in a new plan. I recommend you visit WWW.HealthCare.gov.
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on May 24, 2019
You have experienced a qualifying event and you have 60 days to enroll in the Market Place Insurance. I have helped many do this and have had great success. WWW.Healthcare.gov
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You have experienced a qualifying event and you have 60 days to enroll in the Market Place Insurance. I have helped many do this and have had great success. WWW.Healthcare.gov
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on June 15, 2018
We are all busy people! A quick reminder via PC or text! Just sent 2 myself!!
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We are all busy people! A quick reminder via PC or text! Just sent 2 myself!!
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on June 08, 2018
I don't need a good closing line when you have a product that is of value to everyone! If someone is not ready or able to purchase Dental, Vision, Disability or LIfe insurance at this time I find it best not to pressure or "hard close." When they are able they will come back and respect you for...
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I don't need a good closing line when you have a product that is of value to everyone! If someone is not ready or able to purchase Dental, Vision, Disability or LIfe insurance at this time I find it best not to pressure or "hard close." When they are able they will come back and respect you for being sensitive to their life situation. What I need is an opening is an opening statement that expresses more clearly to Business Owners that there is no charge to their business to offer these products to their employees!!
Charlotte from Benefits & Resource Counseling Services for Individuals and Small Business Owners Answered this on April 19, 2018
I have actually. Lost a very large account because I would not stay quiet about an environmental issue/risk to our community. Land owner was the CFO of the large account. Oh well, I can sleep at night!
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I have actually. Lost a very large account because I would not stay quiet about an environmental issue/risk to our community. Land owner was the CFO of the large account. Oh well, I can sleep at night!
