Health and Welfare Plans

PENSERVCO will assist Financial Advisors in obtaining Medical, Dental and other Group and Individual Programs for their clients. PENSERVCO will take care of all the Proposal, Contract and service work involved in maintaining the Plan.


Group and Corporate Programs:

  • Medical
  • Dental
  • Vision
  • Long-term and Short-term disability
  • Voluntary plans


Individual Programs:

  • Medical
  • Dental
  • Vision
  • MEDICARE Supplement Plans
  • MEDICARE Advantage Plans


We are completely Independent and can use most Insurance Company contracts for our Group and Individual contracts.


Medicare has its own guidelines, and we have access to most major providers to provide over 65 coverage.


PENSERVCO will pay a portion of the available revenue from the sale ongoing. FA must be properly Licensed. Payment will continue Monthly, and FA will be sent a 1099 at year end. It will be the sole responsibility of the FA to clear approval through their BD if necessary, usually an OBA disclosure. 

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