Health plans for small businesses, Individuals, & Families
Health Plans for Small Businesses & Individuals
Enroll now
Enroll now
Health Plans for Small Businesses & Individuals
Health Plans for Small Businesses & Individuals

Broker-Dealer Member Advantage Plan

A bundled solution that combines PEO4YOU coverage and disability protection, built for broker-dealers to attract, retain, and support employer clients.

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Why This Plan Matters

Broker-dealers face increasing competition in offering value-added services to their employer clients. By combining PEO services with disability coverage, this program provides a simple, differentiated offering that strengthens client relationships and opens new revenue opportunities.

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How the Plan Works

01

Join the Program

Broker-dealers enroll in the Member Advantage Plan.

02

Enroll Clients

Eligible employer groups are onboarded through your channel.

03

Deliver Value

PEO4YOU manages payroll, HR, compliance, and disability coverage administration.

What’s Included

PEO4YOU Services

●  Payroll processing and tax administration

●  HR support and employee onboarding

●  Compliance and risk management

●  Workers’ compensation coordination

●  Benefits administration

Disability Coverage

●  Short-term and long-term disability plan options

●  Claims processing and employee support

●  Education and resources for covered employees

Benefits for Broker-Dealers

Add a differentiated bundled benefits package without extra administrative burden

Strengthen retention with a program clients can’t get elsewhere

Protect client employees with disability coverage while offloading HR risk through PEO4YOU

Access co-branded materials to support client conversations

Benefits for Employer Clients

Simplify HR, payroll, and compliance with a single trusted partner

Support employees with income protection through disability coverage

Gain predictable costs and expert HR guidance

Improve employee satisfaction with a more robust benefits package

Our Partners

Health Plans for Individuals, Families & Small Businesses

Frequently Asked Questions

Book your free consultation
It bundles both into one streamlined package, reducing complexity while adding more value for broker-dealers and their employer clients.
Broker-dealers who partner with PEO4YOU and their eligible employer groups.
Coverage is offered through established carriers; specific details are available during consultation.
Employer groups pay predictable, bundled fees that cover both PEO services and disability coverage.
We provide onboarding assistance, co-branded sales materials, and dedicated support for your enrolled clients.

Ready to Deliver More Value to Your Clients?

Request a Free consultation

Plan availability may vary by state. Disability insurance is subject to underwriting guidelines and carrier terms. Please contact us for specific details.

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