Willow Financial Services, LLC

Products & Services

Willow Financial Services, LLC develops and markets a portfolio of business and financial planning tools for professional groups interested in strengthening their organizations. Our strategic partnership programs provide opportunities to strengthen your financial future through diverse and unique services.

Life Insurance Products

Willow represents the top carriers in the nation.

Individual or Group - Willow Financial Services, LLC can find the market that best serves you and your company's needs. From buy-sell agreements and individual life products to group insurance, Willow is able to provide the support you need at a competitive price in the marketplace. As an example, the following are some of the companies Willow is associated with AIG, Lafayette Life, ING, Met Life, and Mass Mutual.

Impaired Risk is a recognized specialty of Willow Financial Services, LLC. Many insurance agents, clients, and companies turn to us when they have an individual that due to medical reasons is difficult to insure. Willow has the national markets to secure coverage for those who thought they were uninsurable.

Voluntary Benefits Click Here to View Benefits Available

Willow Financial Services, LLC provides to you a multitude of voluntary benefits that enhance the benefits provided by the employer but are paid for by the employee.

Pension Benefits

CPA's and CFP's rely on Willow's ability to provide an in-depth, individual review of the pension benefits available for implementation in a particular small business focusing on the owner's priorities. Willow Financial Services, LLC provides its clients with a free review and feasibility study to insure that the most advantageous benefit program is implemented. Flexibility is now available.

Executive and Employee Benefits

CPA's and CFP's rely on the ability of Willow Financial Services to provide an in-depth, individual review of the pension benefits available for implementation in a particular business focusing on the owner's priorities.

From employee benefits specifically designed for the high-income business owner to packages for a select industry, our offerings have proven highly effective in attracting and retaining key employees for the organization. Let us guide you in selecting the program that's best for you.

Executive Benefit Planning

401(k) and Pension Plans

Retirement Plans

Estate Planning

412(e)(3) Fully Insured Defined Benefit Plans

Life Insurance Products

Health Benefits Planning

And more!

Willow Financial Services provides its clients with a free review and feasibility study to insure that the most advantageous benefit program is implemented. Click here to complete a census form. You will be contacted upon receipt from Willow Financial Services.

Group Health Benefits

Fully Insured Health Benefits

Willow will provide a seamless solution to meet the fully insured healthcare benefit needs of an organization through our multiple partnerships.

Self-Insured Health Benefits

Willow offers self-insured benefit plans to businesses with more than 100 employees. Selecting these plans will provide many advantages to your organization.

Elimination of most premium tax

Lower cost of operation

Carrier profit margin and risk charge eliminated

Effective claim processing

Cost and utilization controls

Cash flow benefit

Return on investment for reserves

Control of plan design

Mandatory benefits avoided

Administration tailored to the employer's needs

Risk management effectiveness through Stop Loss insurance

Access our partners pages for more information.