Fidelis Financial

Business Services


Affordable Blue-chip Solutions For SMBs


Additionally, we provide Business Continuity Planning: Buy-Sell & Key Person Insurance. Business Expense & Disability Income Insurance, and Executive Bonus Plans, to name a few.

Watch our brief, informative videos below to learn about our Business Services.
Our Business Solutions help you manage complex employee-related HR Services, such as Payroll, Employee Benefits, Workers' Compensation, Insurance Claims, Tax Filings, Risk Management, Staffing, Employee Relations, and more.

Our solutions are designed to help improve employee retention, reduce expenses, and enhance your company's overall profitability.
We also specialize in Business Funded insurance. Medical Expense Reimbursement Programs, Group Medical & Group Life Insurance, Wellness Plans, and top-tier Enhanced Benefits.

Typically, we combine two or more of these solutions to create a robust package of benefits for employers and their employees.
Become more attractive to lenders & investors, vendors & suppliers, to potential buyers for your company, and to potential acquisition targets. Let us help you achieve your strategic business goals...

With decades of experience procuring capital for companies across multiple sectors, we have long understood the need for essential corporate solutions beyond financing. Our services have assisted many businesses in becoming more financeable, organized, efficient, and profitable.

ASO & PEO Services

Is an Administrative Services Organization (ASO) or a Professional Employer Organization (PEO) right for your company?
If you are a small-to-medium sized business (SMB), you could experience substantial time and cost savings by turning over the daily compliance and adminstrative tasks to a dedicated 3rd party. On average, ASO's and PEOs can provide a 27% ROI in cost savings.

With domestic and international (EoR) capabilities, you can grow your business with Fidelis at home and abroad.

Workers' Comp Insurance

Workers' Compensation Insurance is of vital imporance to the protection of both Employers and Employees. Beyond paying expenses for  work-related injuries or illnesses, it also protects Companies from lawsuits brought by injured employees not covered by workers' comp insurance.

There are innovated risk management and money saving options that you may be unaware of. Watch the video to learn more >>>

General Liability Insurance

General Liability insurance protects your company from financial losses that can arise from everyday activities. It's also known as Commercial General Liability (CGL) insurance.

CGL can help protect against claims such as: bodily injury, property damage, medical expenses, libel or slander, defending lawsuits, settlement bonds or judgments, advertising injury, copyright infringement, reputational harm.

SIMERP Program

A Self-Insured Medical Expense Reimbursement Program (SIMERP) can provide an opportunity for Employers and Employees to reclaim tax incentives that are available to them through the Affordable Care Act.

SIMERPs are popular with business owners because they are tax-exempt; reimbursements are tax exempt, and any employer contributions are tax-deductible business expenses.

DI & BE Insurance

Disability Income insurance (DI) provides a monthly benefit that can be used by a DI insured employee to pay basic expenses, such as mortgage payments, utilities, and groceries, in the event of a covered disability. We typically combine DI with BE for maximum protection and cost savings for your company.

Business Expense (BE) insurance can help keep a business viable by reimbursing the business owner for eligible fixed business expenses.

Buy-Sell Agreements

A Buy-Sell Agreement is critical for the continuity of a company. If something unexpected happens to the owner, or to one or more of the partners, it could protect the business and its surviving partners from calamity.

A Buy-Sell Agreement is like a prenuptial agreement for the business. Ideally, a partnership will last indefinitely. In reality, things happen that can dramatically affect the partnership and the company.


Executive Bonus Plan

An Executive Bonus (Compensation) Plan is an incentive offered to top executives with the intent of providing additional benefits to key employees, such as a cash accumulation life insurance policy.

This type of plan can be a short-term incentive or a long-term solution to supplement retirement. 


Fidelis works with several top-rated insurance carriers that provide ancillary and supplemental benefits to large enterprises, and to small & medium sized businesses. Whether you're a company of three employees or a publicly traded corporation, we've got you covered.

Some of our voluntary plans allow you to protect your employees at no cost to your company. Your employees only pay for the coverage they want or need. Again, your cost to offer these plans is nothing, but the cost to your employees is nominal, and the benefits to all are tremendous.
Additional Benefits