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About CCR Group
In 1991, CCR Group was formed in response to a demand for more efficient, knowledgeable and cost conscious providers of employee benefit programs. Our primary focus is on the market place. We look at the full spectrum of benefit packages in the market place to seek our "best quality, best price." We also believe in the importance of establishing personal financial plans. We assess individual needs and suggest the ways in which you can achieve your financial goals and independence.
CCR Group will deliver superior and knowledgeable advice in the selection and administration of employee insurance and retirement programs. We will be an industry leader in providing customer service to small to medium sized companies. Everything we do supports our mission statement.
Throughout your life, you and your family will have many dreams and goals that you will hope to achieve.
We provide individually tailored solutions to help you in the achievement of these goals and can help you plan to provide for the future.
Our areas of planning expertise we can integrate into your plan where needed include:
- Wealth Planning
- Insurance Risk Mnagement
- Estate Planning
- Tax Planning
- Succession Planning
- Life Insurance Protection
- Disability and Income Replacement Protection
- Critical Illness Protection
- Long Term Care Pre-funding
- Debt Management
- Online Educational Financial Library
We believe that our relationship with our customers must be that of a partnership; working together for a common objective. This relationship demands that we understand our customers' philosophies, needs and goals. We match our services directly to individual client's purpose.
Our approach to group benefits consulting is summed up in the following two interrelated commitments:
Quality - We continuously improve all facets of our business through ongoing education and communication.
Service - We carefully plan and work with our clients to better understand and cater to their individual needs. We are always available to respond to queries promptly and courteously. We are never satisfied until YOU are.
"OUR HIGH STANDARD OF SERVICE IS WHAT SEPARATES US FROM THE REST."
Our Experience Works For You - Our success comes from providing effective and imaginative solutions to our customers' individual and often unique situations. We are innovative and we do not necessarily follow standard packages. We can make a custom fit to satisfy any particular need.
Our innovation is part of a tradition of creative plan design and sensitivity to change in a dynamic business environment.
The experience we bring to your benefit program requirements is not only in our record of service but also in the qualifications of our team of professionals available to you.
- Employee benefits
- Retirement planning
- Investment planning
- Tax planning
- Estate planning
- Life insurance
- Segregated funds
- Critical Illness
- Key person insurance
- Shareholder agreement funding
- Quarterly newsletter
- Website reference library