southern ohio chamber alliance (soca) · cinfed credit union are not affiliated. not ncua insured,...

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Southern Ohio Chamber Alliance (SOCA) Benefit Plan

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Page 1: Southern Ohio Chamber Alliance (SOCA) · Cinfed Credit Union are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. Why the Chamber SOCA MEWA Plan? Our

Southern Ohio Chamber Alliance (SOCA) Benefit Plan

Page 2: Southern Ohio Chamber Alliance (SOCA) · Cinfed Credit Union are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value. Why the Chamber SOCA MEWA Plan? Our

Southern Ohio Chamber Alliance (SOCA) Benefit Plan

Kelley BellGroup Benefits Consultant at SAXON(513) 774-5493 Office | (973) 672-1547 [email protected] | www.gosaxon.com

Copyright © 2017 Saxon Financial Services. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through investment Advisor Representatives

of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge, Saxon Financial Services and Cinfed Credit Union are not affiliated. Not NCUA insured, not credit union guaranteed, may lose value.

Why the Chamber SOCA MEWA Plan?

Our Simple Process: Strategy for Plan Savings:

• A large pool of multiple employers for companies with 2 to 50 employees.• Medically underwritten.• Fixed monthly composite rates (by tier of coverage) with numerous plan options.• Blue Access PPO network – one of the largest networks in the state.

1. Census – employee name, date of birth, gender and zip code.2. Online or paper applications3. Enrollment support4. Enrollment meetings5. Year-round support

• Savings pays for added benefits such as dental, vision, life, etc.• Chamber dues – pays for itself!

As part of the small group market, Saxon's primary focus is assisting small businesses.

We are a top Producer for this plan and have offered the Chamber plan since its inception in 2016. For more information, contact:

Industry: Printing# of FT Employees: 3

Premium Savings: $600 per month, $7200 per year for a savings of 37% over previous plan.

Benefits: Cut deductible from $5000 to $2600

Industry: Restaurant# of FT Employees: 4

Premium Savings: $900 per month, $10,800 per year for a savings of 35% over previous plan.

Benefits: Cut Deductible from $6500 to $5000

Industry: Plumbing Contractor# of FT Employees: 8

Premium Savings: $940 per month, $11,280 per year for a savings of 15% over previous plan.Benefits: Kept $2500 Deductible

Industry: Medical Practice# of FT Employees: 7

Premium Savings: $1100 per month, $13,200 per year for a savings of 21% over previous plan.

Benefits: Maintained $2600 deductible

See the below examples: