Innovative Benefit Planning & UBA
PROVIDING THE BEST OF BOTH WORLDS
About Us
As your trusted broker partner, Innovative goes above and beyond the standard services offered in the marketplace. What truly sets us apart is our extensive expertise in a variety of funding strategies. We partner closely with our clients, providing valuable education to their Human Resources and Finance departments. We guide them through our self-funded advanced concepts, equipping them with confidence and knowledge. In addition, we develop strategic roadmaps to optimize claims management, helping contain costs while maintaining a competitive benefits program. Across our practice areas, including employee benefits, retirement plans, and wellness, Innovative strives to combine innovation with integrity for companies both nationally and internationally. Our focus is on creating comprehensive, customized plans that deliver efficient, cost-saving techniques, supported by our highly skilled team.
Our Partnership
Innovative’s partnership with United Benefit Advisors (UBA) allows you to experience the advantages of working with an independent consulting firm, while having the confidence of a national organization.
United Benefit Advisors (UBA)
-
Ranked Top 10 in largest global employee benefits firm.
-
The nation’s leading independent employee benefits advisory organization with more than 200 offices throughout the United States and Canada.
-
UBA empowers 2,100+ advisors to maintain independence while capitalizing on each other’s shared knowledge and market presence to provide best-in-class services and solutions.
-
Helped more than 36,000 employers design competitive medical plan strategies.
Innovative Benefit Planning, LLC
-
Nimble flexibility that lets us quickly adapt to your changing needs and preferences.
-
Personalized solutions and custom communications designed around your unique workforce.
-
We answer to you, not shareholders, so your goals and your people drive every decision.
-
A deeply engaged, high-touch service model built on year-round support, education, and proactive guidance.
We have remained privately held - an increasingly unique position in our industry.
Such affords us the opportunity to maintain a people-first approach for all clients.
