TEN POINT
Financial Group
(586) 899-1003

For benefits brokers, payroll firms and PEOs

Bring your clients a new benefit. Keep the client.

Add ProfitGuard Plus for your business clients. It lowers their payroll tax. We do the setup. You stay their go-to person.

Book a Partner Call

We never go around you.

Book a partner call

Tell us who you are. Then pick a time that works for you.

Start here

Step 1 of 2. We never sell your info.

What you get

Something new to bring

A plan that lowers the payroll tax your client pays. It sits next to their group medical plan.

More for their people

Care by phone or video at any hour, mental health help and wellness benefits. No cut to take home pay.

We do the work

Setup, plan documents, the payroll side and teaching the staff. You do not do it alone.

A simple written deal

We sign a simple written agreement with your firm before any client is introduced.

How it works

  1. 1

    We meet with you first

    A short call so you know how the plan works and which clients it fits. If there is no fit, we tell you.

  2. 2

    You pick the clients

    You decide who hears about it and how. We can write the first note with you.

  3. 3

    We show them real numbers and do the setup

    Your client sends a payroll report. We build their savings report and handle setup. You stay in the loop.

Why it is safe to bring to clients

  • It is built on IRS code sections 125, 105, 106(a) and 213(d). These rules have been around a long time.
  • CPAs and ERISA attorneys check the plan documents before any plan goes live. Your client and their CPA can see them first.
  • It does not touch the medical plan you placed. In fact, it needs it.
  • Your client stays your client. We keep you in the loop from the first talk on.

Questions partners ask

Which of my clients fit?

W-2 employers with 10 or more full time workers that offer a group medical plan. Any industry.

Will you go around me?

No. You pick the clients and you decide how the intro happens.

What does it cost my client?

No added net cost. The payroll tax they save is what pays for the plan.

How long does setup take?

30 to 45 days. We handle the plan documents, payroll setup and sign up, and we run a test payroll first.

Give your clients something new.

One short call. You learn how it works and which clients fit. Then you decide.

Not financial or tax advice. Talk to your CPA or benefits attorney about your business.