e3 Financial™ gives entrepreneurial organizations more of what they want.

The e3 difference

e3 Financial goes beyond basic Industry Standard brokerage offerings to provide comprehensive employee benefits services that help entrepreneurial organizations attract and retain talent.

The e3 Standard offering includes more of what entrepreneurial organizations need and want: the perfect
blend of strategic consultation, but also hands-on services to maximize your human resources and investment in employee benefits.

e3 Premium provides sophisticated tools and technology to maximize the employee benefit experience. These include customized branding strategies, paperless benefits administration and an online benefit portal for easy access to all benefit-related information. Contact us!


All Product Procurement
Customer Service
Claims/Billing Resolution
Employee Renewal Meetings

UBA Member
Relevant Benchmarking Study
Online Employee Survey
Strategic Consultation
Dedicated Service Team
Retirement Plan Analysis
Executive Benefits
Standard Benefit Brochure
Form 5500 Preparation
e3 Compliance Navigator™
e3 InTouch Newsletter
e3 Client Service Protocol™
Webinars

Benefit Branding Strategies
Branded ID Cards
Branded Benefit Brochures
ERC-Employee Resource Center
(online benefit portal)
HRIS Consultation and Installation
Applicant Tracking Tools
Human Resources Consulting

 

Enterprise Services



Enterprise

Strategic resource allocation keeps your focus on core competencies

e3 Differentiator Online HR Benefit Branding Benefits Administration Outsourcing Client Service Protocol

Executive

Secure ownership ensures the continued success of the company

The Executive Choice Plan Business Succession Strategies Executive Investment Management

Employee

Comprehensive benefits help recruit and retain your human capital

Client Advocate Services Personal Retirement Assistance Enrollment and Education