Benefit Packages

Prepare for the Future

Benefit Packages

Carrier Insurance and Notary Services offers a comprehensive range of benefit packages designed to meet the diverse needs of both individuals and businesses. For individuals, they provide options such as Individual Retirement Accounts (IRAs) and Roth IRAs, allowing clients to plan for their retirement with tax-advantaged savings. Meanwhile, for employers seeking to enhance their employee benefits, Carrier offers tailored packages like 401(k) plans, enabling companies to provide valuable retirement benefits to their workforce. With a commitment to customization and quality, Carrier Insurance and Notary Services are dedicated to helping clients secure their financial futures and achieve their retirement goals.

Employee Benefits & Retirement Savings

Whether you need guidance or want a hands-off approach, Carrier Insurance and Notary Services has your employees covered.

Simple IRA

A retirement savings plan with employer and employee contributions, straightforward setup, and tax advantages.

Life & Accidental Death

Life and accidental death and dismemberment insurance provides financial protection for employees in case of accidents.

Long Term Care Insurance

Long-term care insurance covers expenses for extended assistance with daily activities in case of illness or aging.

Individual Retirement Savings

Not sure about the difference between a Traditional and a Roth IRA? No Problem! We can help guide you. Click below to learn more.

Individual Retirement Accounts (IRA)

Traditional IRAs allow pre-tax contributions, tax-deferred growth, and taxed withdrawals, suited for future tax reduction strategies.

Roth IRAs

Roth IRAs feature after-tax contributions, tax-free growth, and tax-free withdrawals, advantageous for long-term tax planning.

annuities

Annuities provide steady income, securing retirement with options like fixed, variable, or indexed types, balancing risk and return.

Personalized Solutions

Personalized retirement solutions encompass a range of options tailored to individual financial goals. Carrier Insurance and Notary Services can guide you to create customized benefit packages and individual financial plans. We offer expert guidance, personalized solutions, and a diverse range of options to secure you and your employees' financial future effectively.

    First Name:*

    Last Name:*

    Email Address:*

    Phone Number:*

    What can we help you with today?*

          Please to not include sensitive or private information in this form.

          This form uses Akismet to reduce spam. Learn how your data is processed.

    Need Help?

    Monday - Friday

    9 AM - 5 PM

    Saturday - Sunday

    CLOSED