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Vantage%20Final%20Logo%20-%20White_edite

We are vantage advisory.

Vantage%20Final%20Logo%20-%20White_edite

Corporate insurance planning and health benefits for thriving businesses

ABOUT vantage

Vantage Corporate Benefits Advisory takes the complexity out of creating tailored insurance and health benefits programs for growing businesses. We focus on building long-term relationships with our clients, while monitoring and analyzing their insurance and benefits program regularly to ensure suitability and value.

meet the partners

Jordan Armstrong

Managing Partner

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Shawn Perryman, CFP

managing partner

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WHAT WE DO

Employee Health Benefits

corporate insurance strategies

individual insurance

 

vantage point process

1

first glance

To ensure a great fit, a 15 minute Zoom or phone call with our team will allow us both to get a sense of whether your needs match our expertise. If we aren't a fit for each other, we will be happy to point you in the right direction.

2

 

deep dive

We want to know more about what makes you tick. Identifying your needs, goals & corporate culture will help us determine the direction we need to point you. After diving into your unique situation, we will have the insurance companies fight for your business and identify who is the best fit for you while ensuring competitive coverage and value. 

3

 

the

lowdown

We work for YOU, not the insurance companies.

 We'll set up a time to show you how our tax-efficient solutions will improve your current situation. Working with our team will save you valuable time and energy.

4

 

sleep on it

Take your time to decide whether to hire us. This is an important decision and we want you to be comfortable with whatever direction you decide to go.

5

 

get the ball rolling

At this stage, we'll go to work for you. Our team will guide you through our fully digital enrollment process, educate you on your new program, and take care of any questions along the way.   From administration & claims inquiries to changing needs, we are available to assist and make sure you can focus on your greatest asset, your business.

what clients are saying...

“Once meeting with the team, we knew they would do what it takes to get the best insurance packages for our company. We are extremely happy with their services and would highly recommend them”

Troy H., TDH Signs