At Innovative Benefit Planning, the key to sound financial advice is found in two key areas: First, we ensure that the strategy is consistent with the goals of your organization. Secondly, we always work with you the Innovative way: putting your goals first. We offer strategic wealth management and personal insurance services. From Investment* & Tax Strategies, Estate Conservation Strategies, Business Strategies, and Executive Benefits, our knowledge and guidance are a welcome presence to executives throughout our region when it comes to our financial advice.
With changes in tax laws, interest rates, and the economic climate, individuals need a company that is a leader to ensure strategically and financially sound decisions are made. Innovative Benefit Planning is proud of our work with those individuals and organizations that invest in our ability to create a plan focused on their needs
*Investment advice is provided through Main Street Investment Advisors, an independent Registered Investment Advisory firm offering unbiased, fee based advisory services.
Triangle Tube has been a client of Innovative Benefit Planning for over twelve years and they have ALWAYS provided TTP and our employees with first class, professional and exceptional service and technical expertise. They are responsive to all our questions and problems and are a pleasure to work with.
As a human resource professional, I have worked with many insurance brokerage firms and can say that none have come close to measuring up to Innovative Benefit Planning.
Innovative Benefit Planning provides a valuable service that has made us a better company, both for our shareholders and for our employees. Their staff’s knowledge and professionalism is refreshing. We look forward to a long and continuing business relationship with Innovative Benefit Planning.
Innovative Benefit Planning delivered a benefit program that met our plans and budget. In addition, their employee support and response time to calls has been excellent. IBP is truly a top shelf organization.
I can trust that Innovative Benefit Planning will get me the best possible quotes at renewal. It is a pleasure having them part of our corporate team.
Innovative has done a tremendous job in responsiveness to both company management and individual employee issues. They have always provided a high quality of service.
The day I met Terriann Procida and accepted her proposal to handle our company’s employee benefit plans turned out to be the best decision I made for our company.
Everyone at Innovative does a great job. Claims issues are addressed and resolved very quickly. Maria is always on the ball!
With our initial phone call and meeting, Terriann Procida did not try to sell us on her company but focused instead on our company and on finding us the best health plan we could offer. From the moment we decided IBP would become our broker of record, Dan Foley facilitated the transition seamlessly, repeatedly reaching out to us in the early stages to make sure they were handling all of our benefits needs. Jeannine Bandiera is our go-to benefits warrior taking care of our day in, day out benefits needs. She knows her business inside out and if she doesn’t know something she will always get the answer. During open enrollment she answered every employee’s specific, detailed questions which were many as we offered for the first time a high deductible health plan HSA option. This was in addition to handling all of the new enrollments.
An employee pulled me aside to tell me that our decision to move from our previous provider to IBP was a great one. She said that the services provided by the Benefit Guardian far surpassed the prior service.