Group Insurance FAQ’s

Why do companies choose Roussel & Associates for their employee benefits?
What group insurance benefits plans do you provide?
How many clients do you have?
Who are your clients?
Where are your clients located?
What is the size of most of your clients?
How do you get paid for your group insurance services?
Do you only use certain insurance companies as vendors?
How much choice do we have in that selection?
How do I determine what my company needs in the way of group insurance at this point?
How do I obtain group insurance quotes from Roussel & Associates?

Retirement and Pension Plan FAQ’s

What type of retirement or pension plan should my company offer our employees?
Are you limited to certain set of vendors in establishing our retirement plan?
Can Roussel & Associates work with our current vendor?
Do you also offer investment advice to employees?
Can Roussel & Associates coordinate my company's retirement plan with personally held investments?
Do you offer semi-annual and annual reviews?
Do you provide investment and plan support throughout the year?
How does Roussel & Associates communicate the retirement plan to our employees?
How is Roussel & Associates compensated for its retirement and pension planning services?
Can Roussel & Associates remove my company's fiduciary liability?
What steps are needed to retain Roussel & Associates as our retirement plan consulting firm?

Financial Planning FAQ’s

What financial planning services do you offer for individuals?
Are you regulated by any organization(s)?
If you're going to manage my account, will you get my permission every time you buy or sell something?
Has any professional organization, regulatory agency or client ever charged you with any breaches?
What is your approach to financial planning?
What services do you offer?
Will you be the only person working with me?
How will I pay for your services?
How can I schedule an appointment to discuss my financial future?