Solutions to meet your client's needs.
At Lifewise Financial Group, we prioritize our clients' well-being. We offer an array of insurance services and solutions to meet their needs.
We build relationships
We’ll work with you to find solutions that support the health and well-being of your team.
- We listen to everyone's needs
- We listen to everyone's needs
- We listen to everyone's needs
Family Focus: Support for building a family
Starting or growing a family is a unique experience that can bring its own challenges. With Family Focus, Lifewise Financial Group is committed to making sure that group insurance plan members and their dependents receive caring support from pre-conception to the cradle.
This initiative allows plan sponsors to enhance their plans by covering more eligible expenses for specialized medical and non-medical services, screening tests and professional resources. Family Focus is in line with our commitment to equity, diversity and inclusion, and helps employers take care of their people.
A full range of group insurance benefits
Our supplementary healthcare, prescription drug insurance and dental insurance are designed to protect your employees’ health.
Our life insurance, disability insurance and travel insurance help ensure their financial security.
A full range of group insurance benefits
Enhance your group insurance plan and meet the diverse needs of your team.
Our flexible accounts cover healthcare expenses or wellness-related activities and services.
Complementary services to support you and your employees
Take care of your team by providing a workplace that supports physical and mental health.
- Prevention and wellness
- Assistance services
- Cost management
- Plan administration
Request an Appointment.
Embrace holistic development and support for employees the aim of being a first-choice
