“Steve Metzler is more than an insurance agent. Steve is a friend, counselor, advocate, intelligent advisor and all things in between. In February of 2007 I lost a building to a devastating fire, as I stood in the snow watching as the firefighters risked their lives to stop the fire and keep everyone safe, a kind, thoughtful person came up beside me, put their arm around my shoulders and said quietly and firmly, “I will help you.” That person was Steve Metzler. He truly did help me. I just cannot think of a better person or a finer firm to have on your team.”
Diane Botwin
Botwin Family Partners, LP
Life, Employee Benefit & Retirement Plans – Products & Services
Group Plans – Life Plans, Group Health Plans, Short term and Long term Disability Plans
Metzler Bros. can provide the plan that fits your company. We will show you the features, prices, application process and get your questions answered. To make it simple we'll break it down by the insurance company you're interested in to the plan design detail offered.
For some of our clients, we are the Human Resource Department to assist in the administration of your plan(s). We assist you in the benefit design, competitive pricing, negotiate renewals, as well as provide all staff meetings for your employees when new or alternate plans are introduced.
Life, Group Health & Disability Plans
• Life – Individual and group term policies
• Medical – Fully Insured and Self Insured
• Medical – Consumer Driven Plans
• Health Savings Accounts (HSA's)
• Health Reimbursement Arrangements (HRA)
• Dental
• Disability – Individual and group, long and short term
• Section 125
• Executive Benefits
• Voluntary Benefits
• Assistance to plan members with claims and coverage issues.
• Liaison for member issues with providers and carriers.
• Assistance for all administrative issues, including:
o COBRA
o Medicare
Retirement Plans
When you invest in the future for your employees, you deserve, and should expect advice that takes into consideration the goals of your organization while looking ahead toward the goal of financial security. The retirement plan experience we can offer you and your employees. Retirement plans options will seek answers to funding college education for your employee’s dependents, dreams for their retirement, or protecting their families against difficult circumstances. Whatever the financial roadmap that best fits, our goal is to become your retirement plan consultant.
• 401(k) Plans
• 403(b) Plans
• IRA
• Annuities
• Executive Benefits
Contrary to the standard industry template which typically utilizes only one adviser applying the investments and strategies that he or she may see fit for your retirement plan, we believe in the team approach on multiple levels. Each of our retirement plan clientele is serviced by several different advisers, plus an administrative contact.