Owen & Associates Inc. » Services

By: Owen & Assoc Insurance  09-12-2011
Keywords: Financial Services, Financial Planning, Insurance Carriers

Owen & Associates Inc. » Services

We recognize that customer needs range over a variety of areas, and that expertise in each field is a necessity. To address these ever changing requirements, we have established a number of strategic alliances. Through these alliances and us, our customers can access support with confidence in the quality and competence of the support.

We are able to deliver:

  • Risk management and commercial brokerage services
  • Benefit Administration
  • US and foreign insurance services

Our Brokerage and Consulting Services include:

  • Employee Benefit Plan analysis, design and implementation
  • Brokerage of Benefit Plans
  • Analysis of insurance brokers/consultants and insurance carriers
  • Employee Benefit Administration Systems review and placement
  • Employee Communications and staff seminars
  • Consultative and administrative services for foreign branches and subsidiaries
  • Keyman, Shareholder Redemption, Buy-Sell Agreement Insurance brokerage
  • Executive Income Replacement and Keyman Disability programs
  • Special Risk, Business Travel Accident Programs
  • Registered and non-registered group savings plans
  • Personal financial planning

Strategic Alliances

We have established meaningful relationships to enhance the services we bring to our clients namely:

  • The effective implementation and administration of contracts
  • Specialized product
  • International pooling opportunities in employee benefits
  • Consolidated international reporting of benefit programs
  • Specialized bench marking information for benefit programs within the
    software and financial services industries

We are pleased to have the support and expertise that these alliances can bring to our clients.

Keywords: Administrative Services, Financial Planning, Financial Services, Insurance Carriers, Risk Management, Savings Plans

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Owen & Associates Inc. » Individual Medical & Dental Coverage

For only dollars a day, Flexcare, the supplemental health insurance plan from Manulife Financial, offers you a unique combination of health benefits that provide you and your family with comprehensive coverage you simply shouldn’t do without. Designed for individuals & families, Sonata Health offers five plan designs, which includes a guaranteed acceptance plan & four optional benefits.


Owen & Associates Inc. » Retiree Benefits

More than at any other time retiring employees need the opportunity to continue their health insurance as protection against the potential hardship of health care costs. Enrolment in our health plan is guaranteed within 90 days of a retiree losing their group benefits, no medical questions or exam required. Our innovative Travel Insurance enables us to shop for the right insurance, at the right price, for an individual’s specific needs.


Owen & Associates Inc. » Employee Benefits

Have a team of trained insurance professionals working full-time for you. Benefits, Pension, Administration & Executive Compensation. Secure and accurate quotes for group benefits.


Owen & Associates Inc. » Group Retirement Programs

Like our Group and Administration Services, our Retirement Services take a team approach, whereby each of our clients has access to vendor actuaries with direct client knowledge. Owen & Associates offers numerous years of experience in the pension industry providing advice to a wide range of pension plan sponsors in both the private and public sectors.


Owen & Associates Inc. » Third Party Administration

So, whether you have a staff of less than ten people or an employee population over 500, you should think first of Owen & Associates when you start looking for insurance coverage. Our full-time professional staff is dedicated to handling all aspects of benefit plan administration, from enrollments and terminations to billing and account reconciliation.