Client Stories

Executive Compensation

Executive Compensation

We are fortunate that as our relationships with clients evolve over time, they develop the trust in us that allows us to help them in new areas. Often this involves providing guidance to key executives in the area of tax preferred investing. A longstanding client is...

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Healthcare Plan & Funding

Healthcare Plan & Funding

A company with 135 employees and multiple locations throughout the Midwest asked us to evaluate their benefits program. Referred to us by another client, they had a longstanding relationship with another brokerage. Utilizing a self-funded health care plan for over ten...

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Technology Enhancements

Technology Enhancements

As our industry continues to evolve and technology begins to improve, our client’s needs have shifted and we provide our clients with innovative solutions, and are always looking for opportunities to improve. When we first started working with one of our larger...

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Mitigating Healthcare Costs and Enhancing Overall Benefits

Mitigating Healthcare Costs and Enhancing Overall Benefits

As healthcare premiums continue to increase, we are always looking for unique solutions to mitigate these costs across the board. A long-term client with just under 100 insured employees was facing a 13.5% annual increase to their fully insured medical premium. They...

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Exploring Modified Funding Strategies

Exploring Modified Funding Strategies

With experience in working with a variety of vendors and carriers, Watko Benefit Group is able to offer solutions to enhance benefit plan design, structure, funding, and performance. A long-term client with just under 100 insured employees was facing a 15% annual...

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