Shildt Financial Services
210 W. Hamilton Avenue
State College, PA 16801
800-211-7819 (Toll-Free)
234-1419 (Local Area)

shildtfs@aol.com



 



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CHART A COURSE FOR YOUR EMPLOYEE BENEFITS INSURANCE



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INTRODUCING OUR BUSINESS

INTRODUCING OUR BUSINESS:

We are independent insurance brokers and consultants SPECIALIZING IN "NO FEE" EMPLOYEE BENEFIT INSURANCE SERVICES.

We have built our family business on trust, honesty, and performance. And we back it up with over 40 YEARS OF SERVICE, EXPERIENCE AND EXPERTISE in the employee benefits insurance industry.

As your insurance brokers and consultants, WE REPRESENT
YOUR
COMPANY & YOUR INTERESTS AND SEARCH THE MARKETPLACE FOR THE MOST APPROPRIATE BENEFITS AT THE BEST PRICE. PLUS WE GIVE YOU CHOICES OF THE LARGEST AND MOST REPUTABLE COMPANIES IN THE GROUP INSURANCE INDUSTRY---
COMPANIES THAT YOU WILL HAVE THE UTMOST CONFIDENCE IN.

Our "NO FEE" ONGOING SERVICES to assure your complete satisfaction with your benefits, pricing and service include: (1) Protecting The Quality and Cost Of Your Employee Benefits, (2) Finding Your Company The Most Appropriate Employee Benefits At The Best Price, (3) Saving You Money, (4) Benefit & Cost Analysis, (5) Benefit Value Comparison, (6) Employee Meetings, (7) Claims Assistance Services, (8) Administrative Assistance Services, (9) Benefit Consultation Services, and (10) Benefit Package Review & Renewal Services.

WE CARE ABOUT OUR CLIENT FAMILY....AND WE INVITE YOU TO ASK OUR CLIENTS ABOUT OUR SUPERIOR SERVICES THAT GO FAR BEYOND THE ORDINARY.

THANK YOU FOR CONSIDERING SHILDT FINANCIAL SERVICES.

WARM REGARDS,
All Of Us At Shildt Financial Services





"10 REASONS" TO USE
SHILDT FINANCIAL SERVICES


"10 REASONS" TO USE
SHILDT FINANCIAL SERVICES:


  

(1) A family business built on trust, honesty, and performance.

(2) We represent YOUR company & YOUR interests with 40 plus years of service, experience and expertise in the employee benefits insurance industry.

(3) Testimonials from well-known, satisfied clients.

(4) "NO FEE" ONGOING SERVICES to assure your complete satisfaction with your benefits, service and pricing: 

  • Protecting The Quality and Cost of Your Employee Benefits.

  • Finding Your Company The Most Appropriate Employee Benefits At The Best Price.

  • Saving You Money.

  • Benefit & Cost Analysis. 
  • Value Comparison of your present or future benefits with hundreds of major, highly respected insurance companies.

  • Employee Meetings.

  • Administrative Assistance Services.

  • Claims Assistance Services.

  • Benefit Consultation Services.

  • Benefits Package Review & Renewal Services.

(5) Products and pricing from hundreds of major, highly respected insurance companies.

(6) The highest quality benefits at the most competitive pricing.

(7) Superior services that go far beyond the ordinary after we find you the most appropriate employee benefits at the best price.

(8) Personalized, attractive benefit proposals that are descriptive and explain why benefit features are important and useful to you.

(9) A comprehensive product line: Health/Medical--Dental--Vision--Short Term Disability--Long Term Disability--401(k)--Life--Long Term Care--Legal.

(10) We care about our client family. And it shows in the way that we do business.





    POLICIES

    POLICIES:

    There are "NO FEES" for our Employee Benefit Insurance Services since we are reimbursed by the many highly respected insurance companies that we represent to find and retain quality clients for them.

    All client information and all prospective client information is treated as strictly confidential and protected for privacy.

    Testimonials are available at your request from our well-known clients.

    At Shildt Financial Services we promise to always strive to exceed your expectations.





    PROPOSAL REQUESTS: HEALTH/MEDICAL, DENTAL, AND VISION

    HEALTH/MEDICAL, DENTAL, AND VISION PROPOSAL REQUESTS

    PLEASE PROVIDE:

    (1) Gender for each employee and dependent for Health/Medical coverage. Gender for employee only for Dental and/or Vision coverage.  

    (2) Date Of Birth for each employee and dependent for Health/Medical coverage. Date Of Birth for employee only for Dental and/or vision Vision. 

    (3) Zip Code for each employee and dependent for Health/Medical coverage. Zip Code for employee only for Dental and/or Vision coverage.

    (4) Employee Coverage Status--Single, Employee/Spouse, Employee/Child, Employee/Children, or Family.

    (5) Tobacco Usage--for Health/Medical coverage only--for each employee and dependent indicate if there has been any tobacco usage within the last six months. 

    (6) Present Carrier and benefits or desired benefits.

    (7) COBRA Information: employees on Cobra with their benefits termination date.

    (8) Groups with 50 or more employees--please call us as we may need additional information.

    We will meet with you to help you attain this information or you can fax or e-mail it to us. We can also fax you a census form to compile the above information.

    If you already have this information on your computer, or wish to compile it on your computer, you may also choose to upload it to us. Please click on our E-Mail Address in the top left corner of the page if you wish to do this.

    THANK YOU!!





    PROPOSAL REQUESTS: LIFE, SHORT TERM DISABILITY, AND LONG TERM DISABILITY

    LIFE, SHORT TERM DISABILITY, AND LONG TERM DISABILITY PROPOSAL REQUESTS

    PLEASE PROVIDE:

    (1) Gender.

    (2) Date of Birth.

    (3) Occupation.

    (4) Income--Annual, Monthly, or Weekly.

    (5) Current carrier and benefits or desired benefits.

    Please call us to arrange an appointment to discuss and attain this information. Or please call us to fax or e-mail it. We also can fax you a census form to compile the above information. 

    If you already have this information on your computer, or wish to compile it on your computer, you may also choose to upload it to us. Please click on our E-Mail Address in the top left corner of the page if you wish to do this.











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    SHILDT FINANCIAL SERVICES

    "CHART A COURSE FOR YOUR EMPLOYEE BENEFITS INSURANCE"

    Health/Medical**Dental**Vision**Legal**Life
    Disability**Pensions & 401(k)**Long Term Care



    "THANK YOU FOR CONSIDERING
    SHILDT FINANCIAL SERVICES WHERE
    WE ALWAYS STRIVE TO EXCEED YOUR EXPECTATIONS"

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