XPLANIT FINANCIAL SERVICES (Formerly Davenport Tax Preparation)

If you're looking for Davenport Tax Preparation — you're in the right place. Same trusted, licensed team. Same personal attention.

Now under the XPlanit Financial Services name, with a few more ways we can help.

Employee Benefits Education

EMPLOYEE BENEFITS EDUCATION SEMINARS

At XPlanit we assist busy HR departments with a critical piece of employee onboarding and annual Open Enrollment: Benefits Education.

 

We offer Open-enrollment support by conducting employee benefits education seminars that allow our clients to focus on strategic planning and profitability. 

 

Our program is designed for employers who want their employees to be knowledgeable and make informed decisions about their benefits options. 

 

EMPLOYEE BENEFITS EDUCATION SEMINARS

 

Open enrollment shouldn't be a rushed email and a confusing PDF. We partner with your HR team to deliver clear, engaging benefits education, so your employees can make informed choices and your HR team fields fewer confused questions.

 

 

What We Bring to Your Open Enrollment - 

 

Plan Comparisons — HMO vs. PPO vs. POS explained in terms employees actually understand

 

Group vs. Private Life Insurance — Helping employees understand that employer group life isn't portable, and what that means if they leave the job

 

Medicare Education — For employees approaching 65 or supporting aging parents

 

ACA Marketplace Overview — Helpful context for part-time staff or those weighing outside options

 

Health Plan Types PPO, HMO, EPO, POS

Plan types, coverages and differences explained.

Co-pay vs coinsurance, deductable, donut hole...

Group vs Private Life Insurance

Portability and policy ownership comparison...

Medicare Education

Medicare Parts A-D, Medigap plans,  enrollment windows. *Employees near retirement age or with a retired or disabled spouse...

ACA Marketplace

Health insurance portability, Metal Tiers, subsidies, eligibility.

ACA vs COBRA...

YOUR EMPLOYEES WILL HAVE QUESTIONS ABOUT THEIR INSURANCE BENEFITS.

 

WE HAVE ANSWERS.

 

WE DO THE EXPLAINING SO YOU CAN FOCUS ON RUNNING YOUR BUSINESS...

 

 

 

Bring Us In for Your Next Open Enrollment


Tell us your company size and enrollment window, and we'll put together a proposal.