About Us
We established BPG to offer existing and potential clients a level of service and expertise that seemed to be lacking in the South Florida area with regard to employee benefit planning.

We have taken the approach that cost, while being a primary determinant, other considerations must be addressed. That is, it is necessary to view employee benefits from the standpoint of the employer as it relates to the business in the following areas:

Employers want one-stop service. They want to view all possible options so they can make an informed decision with the most efficient use of time. At BPG, we always quote all available companies to both potential and existing clients even when they are satisfied with their existing insurance company and rates. We realize the need for the employer to know how their plan stacks up against other alternatives. They need to know the benchmark for their plan.

Employers need to make cost effective decisions. At BPG we realize the pressures of offering employee benefits while simultaneously controlling costs. We analyze your plans ensuring the most cost-efficient use of your corporate dollars in relation to benefit levels and tax efficiency.

Employers want good employees. Retaining and recruiting good employees are a primary reason for offering benefits. BPG has learned that excellent communication with employees helps them perceive the value of their benefits. That is why we have developed communication techniques for the employer to use for existing and prospective employees.

Corporate Philosophy

  • "Offer the Best to Be the Best"
  • Anticipate the needs of the client.
  • Be proactive, not reactive.
  • Provide systems to alleviate the day-to-day headaches of benefit administration.
  • Integrate systems for effective information management.
  • Strictly adhere to time lines and efficient processing to eliminate delays and errors.
  • Provide effective employee communications so benefits are well understood and the employee perceives the value of benefits provided by the employer.

"BPG Process“

A specific process for handling new business, renewing business and servicing existing clients during the year.-

"BenetracSystem"- Employee Benefit Tracking System

Corporate Profile:

Eric B. Zajo, CFP
Managing Partner
Benefit Planning Group LLC
ezajo@mybpg.net


With over 20 years of experience in the financial services industry, Eric has developed expertise in finding the appropriate solutions to the problems faced by business in the areas of employee and executive benefit planning.

He has won numerous industry awards, testified as an expert witness and provided expert planning in the areas of health insurance to businesses with 10-500 employees.

His professional associations are:
  • Certified Financial Planner- CFP
  • Member- Financial Planning Association.
  • Member- Society of Human Resources Management (SHRM)
His philosophy is to have an expert knowledge of all issues and complexities facing companies today within the scope of benefits, business continuity and budget planning associated with running a successful operation. With that knowledge, the key is knowing where specific answers lie.

He has formed strategic alliances with companies and individuals to find solutions to those problems and questions sought by employers.

 

 

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