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 Placement
Customer Service
Claims/Billing Resolution
Employee Renewal Meetings

Premier Benchmarking Study Plan Design Consultation
Cost Containment Strategies Advanced Underwriting Unit
Self Funded Analysis
e3 Live Exchange™
Communication Support Complimentary Benefit Brochure Wellness Resources
Online Employee Survey Retirement Plan Services
Executive Benefits
e3 Client Service Protocol™ Dedicated Service Team
Client Advocate Services Workforce Navigator Process™
e3 Compliance Navigator™
Monthly Webinar Series Compliance Alerts
Form 5500 Preparation
ERISA Attorney on Retainer
e3 In Touch Newsletter


Branded Benefit Brochures
Branded ID Cards Employee Resource Center
(online benefit portal)
Paperless Administration Services Employee Benefits Administration Intensive Wellness Management Predictive Modeling
Human Resources Consulting


Enterprise Services


Strategic resource allocation keeps your focus on core competencies

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


Secure ownership ensures the continued success of the company

The Executive Choice Plan Business Succession Strategies Executive Investment Management


Comprehensive benefits help recruit and retain your human capital

Client Advocate Services Personal Retirement Assistance Enrollment and Education