Broker Check

Medina Office

3637 Medina Road Suite 305

Medina, OH 44256

Our Services

The Zidd Agency has been offering group benefit insurance and financial services to businesses and individuals for 35 years. We have developed a reputation as one of the most effective insurance agencies at managing your benefit dollars. 

We offer a full range of employee and individual benefit consulting services including:

Employee Benefits

Offering your employees the best benefit package possible at the most affordable cost is a primary concern of most businesses. Maximizing the value of your employee benefit dollar by finding the right trade off between coverage while reducing cost is the service we offer to you. We work with you to:

  • conduct an employee benefits plan review
  • evaluate your current managed care/health care network
  • evaluate how your group plan is currently administered
  • evaluate and select appropriate group benefits providers/carriers for service and cost
  • prepare a final recommendation

The success of our insurance agency has been in providing you access to the best and most cost effective group benefit insurance plans possible. We work with the strongest group health and life insurance carriers available in the market today. Because of the understanding we have of these carriers' plan designs and services, we are able to offer your business the most comprehensive coverage at the best rates. We offer a full range of benefit services covering:

  • Health Insurances
  • Health Saving Accounts (HSA)
  • Health Reimbursement Arrangements (HRAs) and Claims Administration
  • Dental and Vision Plans
  • Life Insurance
  • Long and Short Term Disability Insurance
  • Retirement Plans
  • Voluntary Benefits Plans
  • Section 125 Cafeteria Plans

To find out if you are offering your employees the best coverage at a cost you can afford, fill out a request for our benefits review and we will review your business's group benefits insurance needs.

401(k) and Group Retirement

Our goal is to provide companies with retirement plans that are well designed which limits our client's fiduciary liability, communicated, and administered in a cost efficient manner. The Zidd Agency will evaluate your current plan or recommend a new plan that fits your needs.  This evaluation includes the correct mix of passive and actively managed low cost and top tier investment performance fund options. We review plan design, and administrative functions along with the costs related to these functions.  We will make sure that your company is offering a valuable and competitive benefit to your employees. The Zidd Agency Retirement Services include:

  • Defined Contribution Plans, including 401(k), 403(b), 457 and Profit Sharing Plans
  • SIMPLE, SEP
  • Retirement Plan Consultation
  • Plan Design and Administration Consulting
  • Group and Individual Participant Enrollment Meetings
  • Ongoing Investment Education
  • Asset Allocation Guidance, Individual Consultations
  • Access to Broad Range of Top Performing Retirement Vendors
  • Lifestyle or Asset Allocation Options
  • Age Weighted or New Comparability Plans

Personal Insurance Needs

Even though your employer has most likely provided you with a group benefits plan that covers some of your basic insurance needs, life's circumstances often necessitates additional coverage. We will work with you related to your particular needs and find a solution with the highest rated insurance carriers.

Individual insurance coverage we provide include:

Personal Financial Needs

Through many years of practical experience and expertise, we are able to offer comprehensive financial and insurance planning.  We are unbiased, objective and believe investing in low cost good performing funds over time is the road to financial success.

We are able to help you plan for your financial goals thru:

  • IRA rollovers from existing qualified plans (In some cases we can accomplish rollovers at no cost NAV investing)
  • Retirement funding
  • Asset allocation
  • Life insurance protection for you and your family
  • Consolidation of your investments (for lower cost investing)
  • Some plans provide ongoing monitoring of your portfolio

We represent the most respected investment companies and the highest rated insurance carriers to offer the following investment and insurance selections:

  • IRA rollovers from existing qualified plans (In some cases we can accomplish rollovers at no cost NAV investing)
  • Annuities (tax deferred investing with fixed, variable, Indexed annuities)
  • Traditional, ROTH, Rollover IRA's
  • 529 Plans (College funding)
  • Life insurance (Variable, Universal, Whole, and Term)

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jim.zidd@tavennerco.com | 330-722-5653