Happy Anniversary CFI!
We are celebrating 30 years this month!  

Thirty years that we couldn't do without you, our many wonderful clients!  

Thank you for your continued trust in us and for the many friends and family that you have sent our way. We are so grateful for the opportunity to serve you, your friends and your family!

We value your opinions and want you to continue to have a positive experience with us, so please let us know if there is anything we can do to help you or to improve our service to you. 

Summer hours for May through August are:
8:00am - 4:00pm, Monday-Thursday,
8:00am - 2:30pm Fridays. 

Priority: Safe Client Consultations
This year and always, the health, safety and peace of mind of our clients has been our top priority. 

As we considered how to continue to provide the one on one consulting that our clients value, we had to get creative - so we now have a drive-up space for easy access to a safe and clean meeting space for our clients. This space will be disinfected between client meetings and will offer hand sanitizer and masks to those that need them. The desk has a plexiglass barrier and the meeting space prevents our clients from needing to walk through our office to the conference room, thus reducing exposure to our staff and other clients. 

Want to schedule a consultation now?

 or Call us at 740-363-5433
Help Keep Your Data Current
For the sake of compliance, we require all employers to send us a list of new hires and terminations as they happen. 

The continued accuracy of your company census is important, as it allows for timely enrollments and terminations and helps you avoid complex payroll changes and billing issues. 

Along with sending you the emailed or faxed monthly update request, we have created a simple form that you can fill out and send to us as changes happen, rather than waiting for us to request them. 

To view and save the form please 

*Be sure to save the link as a favorite so that you can update us any time you have changes. 

No time for the form? You can also email Belinda with your changes. Be sure to include hire date and salary information, or termination date. 

Questions? Call us at 740-363-5433
Monthly Tip! 
Wellness in the workplace is important now more than ever.  

With the ever changing environment that this pandemic has created, employees are in need of not just a safe, healthy workplace, but also extra mental health support. This can be achieved through things like an employee assistance program and other wellness initiatives...

But what exactly is workplace wellness, and why is it important? 

We can help! 

Contact your Advisor to obtain information about our employee assistance program (EAP) options. 
Spotlight: Covid-19 Carrier Details
As our state has opened, we still have employers asking us about their health coverage and Covid-19.

We have complied a list of resources from our carriers to help answer your questions: 

The U.S. Department of Labor has created excellent resource material for both employees and employers to understand their rights and obligations.

For employers, please refer to this link:
This is a summary of the leave requirements of the act and how employers can earn "dollar-for-dollar reimbursement through tax credits for all qualifying wages paid under the FFCRA". It's important to note that "applicable tax credits also extend to amounts paid or incurred to maintain health insurance coverage."

For employees, this information is repeated on a separate informational page at :

A Frequently Asked Questions web page is now available on the DOL website at:

Can't find what you're looking for? 
We are here to help! 

Summer Savings
As many of you have seen, several of our carriers have offered not only premium delays due to Covid-19, but also discounts  and some rate locks for renewals.  

We are proud to offer quality carriers who have done the right thing in this difficult time.  Our working relationships with our carriers means that you have an ally in us. Please let us know if you have any questions about your policies or if you have a need for coverage that you haven't discussed with us yet.  

We are here to serve you! 

Jim Roesch,  CEO and Chief Visionary Director