Employee Benefit Design

Ken A .Stephens

Partner

Website

I am a native of Bolivar Mo. where I graduated from Bolivar High School in 1980. I attended Southwest Baptist University before transferring and graduating from Missouri State University in 1984 with a degree in Business/Finance and Insurance.

Upon graduation from Missouri State University, I entered the Insurance and Securities Business establishing Stephens Insurance & Financial Services in 1985 specializing in Life, Health, Disability, Investment Planning and Financial Services. In 1997 I co-founded Employee Benefit Design, LLC and have been serving individual and employer group clients with their Insurance & Financial needs for over 33 years. In addition to arranging insurance protection plans for individuals & employer groups, I am registered representative with LPL Inc. Member FINRA/SIPC and provide services to Retirement Plans such as 401-k, Simple IRA and other qualified Retirement Planning programs for firms of all sizes.

My spouse Lorrie and I reside in Springfield, Mo. I enjoy many activities including golfing, boating and water sports, hunting, fishing, snow- skiing, and spending time at my hunting farm near Stockton Lake. I am very active in my church and throughout the years, I have given back to my community volunteering for various charitable community organizations serving on their board of directors and participating in fund-raising events.

I continue to look forward to the opportunity of serving my clients and future clients with appropriate advice, providing the highest level of customer service and assistance.

Employee Benefits

» Medical, Dental, Vision
» Health Savings Accounts (HSA)
» Health Reimbursement Accounts (HRA)
» Disability - Long and Short Term
» Group Life and/or AD&D
» Voluntary & Worksite products
» Wellness Programs Development
» Financial Services
- « 401(k)
- « 403(b)
- « 457
- « SEP IRA
- « Simple IRA
» Pay or Play
» Consult A Doc
» Health Advocate
» Brain Shark
» E-Share

Individual Benefits

» Medical
» Disability
» Life Insurance
» Financial Services
- « Tax Qualified IRA
- « ROTH IRA
- « Annuties
- « Variable Life Insurance
- « Individual Accounts
- « Joint Accounts
» Medicare