Medical Plan Selection Worksheet

The Crystal Ball Method: A quick and easy tool that helps you pick the right medical plan for you. 

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Crystal Ball Worksheet 1706 Advisors

Does open enrollment season feel like you need psychic powers to make the right choices? Predicting your health needs for the upcoming year isn’t straight-forward. However, finding the ideal benefit plan at the right price doesn’t have to feel like magic; it’s all about balance.

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About 1706

1706 Advisors is a third-generation business with the personal service of a family-owned company and the extensive resources of a large enterprise. Stacy Lang Kahan founded the firm in 1994 as Lang Financial Group, to carry on the insurance tradition she learned from her father. Stacy’s daughters – Cara D. Kahan, CEO, and Alana Lang Kahan, President – are leading the company into the future, under the new 1706 Advisors name.

Cara, Stacy and Alana Kahan discuss holistic planning.

Testimonials

Millions in Savings

1706 Advisors has worked with Bridgeview Bank Group and BBMC over the last 10+ years because of their ability to bring strong and efficient programs to our bank and mortgage company. They advocate tirelessly on behalf of Bridgeview Bank Group ensuring a comprehensive line-up of benefits that attracted world class employees.

Working hard to negotiate with the carriers, bringing in excellent rates. Many millions of dollars were saved with 1706’s expert skillset and care in making it a priority. Our long relationship is because 1706 has been easy to deal with, professional and took care each day with our account. This level of care, accessibility and good work has made 1706 a trusted partner to us for the long haul.

Balance of Need and Budget

They set a very high standard for themselves because they’re passionate about their work, and we get the benefit of that. For instance, they work it until they find that sweet spot — not over- insured, not under-insured, just the best strategic plan for both our employees and our company.

They’re always pushing us forward. The job market has become so tight, and they help keep us competitive by advising us on how our benefits stack up and how we can communicate that. Their customer service is just exceptional. They talk to HR monthly, and there are probably all kinds of issues they resolve without us even knowing. They absorb the bumps and make it seem seamless.

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Submit the form and we will send you a copy of the "Medical Plan Selection Worksheet" directly to your inbox.