Who Are You?



Discover the employee benefits plan that encompasses the health and retirement solutions your business needs to grow.



Outline a straight path to prosperous business succession and executive compensation to reward your most valued professionals.



Cruise into your financial future through personal finance planning from Seaside Insurance’s Certified Financial Planners.


HR Professional

In today’s world, business and HR managers are being asked to do more when it comes to employee benefit plans. At Seaside Insurance, we have partnered with industry leaders that enable us to tailor benefits solutions for clients of any size. By working together we can help you:

  • Design a benefits plan that retains and attracts top talent
  • Help you to effectively provide day-to-day management of employee benefits plans
  • Stay ahead of regulatory and compliance issues
  • Save money without cutting benefits

Some of our many benefits offerings include:

Health Solutions

  • Group Medical
  • Group Ancillary (Life, AD&D, STD, LTD)
  • Group Dental & Vision
  • Voluntary Benefits
  • Disability
  • Wellness Resources & Programs
  • Long-term Care (LTC)
  • Limited Medical
  • Consumer Driven Health Plans (HSAs/HRAs)
  • Flexible Spending Accounts (FSAs)

  • COBRA Administration
  • Pharmacy Benefit Management
  • Stop Loss
  • Employee Assistance Programs (EAPs)
  • Third Party Administrators (TPAs)
  • International Benefits
  • Health Advocacy Services
  • Compliance Resources
  • Employee Communications
  • Online Customized Employee Benefit Website, Communication and Benefit Management


 Retirement Solutions

  • 401(k)
  • 403(b)
  • Defined Benefit Plan
  • Savings Incentive Plan
  • Executive Life Carve-Out

  • SERP
  • Profit Sharing
  • SEP, SIMPLE, Solo(k)
  • 409A Deferred Compensation
  • Executive Bonus Plan


Senior Management

Executive Benefits

Business Succession Planning

Seaside Insurance delivers experience and advice designed to be a valuable addition to your team of advisors. Our cross-disciplinary approach is built to complement and enhance the planning you may already have in place. We will help you consider the landscape of options available to preserve and transfer ownership, interest or wealth to the next generation as we partner with your legal advisors to implement the strategies that work best for you.

Executive Compensation

Our advisors bring knowledge and experience to help business owners develop executive compensation plans that are designed to attract and retain top talent, while also incentivizing growth from within your organization.

  • Executive carve-out plans and services
  • Executive Overhead Expense policies

  • Executive Buy Out Policies
  • Nonqualified plans & SERPs



Personal Solutions & Financial Planning

Besides serving your business needs, we also offer personal financial planning and wealth management services. We have Certified Financial Planners (CFPs) on staff to help perform a thorough analysis of your finances. This analysis will create a complete financial picture, while supporting your short and long term goals. We will focus on your wealth management needs in addition to your insurance needs, factoring in future changes in your finances and the rate of inflation. Once your overall plan or investment objectives are place, we will implement the necessary strategies to help you achieve your unique goals. We deliver comprehensive solutions that include:

  • Identification and organization of your assets and estate
  • Preparation of a current cash flow/income plan to generate the necessary income to support your lifestyle
  • Consideration of practical parameters around your investment plan including liquidity, market risk exposure and income tax exposure, based upon the income plan
  • Design of an investment policy with the appropriate balance among the major asset categories (cash, bonds, stocks, real estate, alternatives)
  • We strive to improve your risk/return metrics, reduce any tax inefficiencies and provide appropriate asset protect strategies
  • Finally, we monitor and adjust the plan and/or strategies to help accommodate the dynamics of life, as well as the changing financial environment