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    • Index Universal Life
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    • Retirement Solutions
    • LegalShield
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Workplace Benefits That Work

Flexible, Affordable Options for Employers and Teams

Taking care of your team starts with the right benefits — and it doesn’t have to be complicated or costly.


Whether you’re just starting out or rethinking your current offerings, we help business owners create flexible, easy-to-manage benefit solutions that make a lasting impact.


At L’evated Financial, we proudly partner with our sister platform, Bite Size Benefits, to bring affordable, modern options to small businesses, contractors, and 1099 teams — with or without employer contributions.


We Help You:

  • Attract and retain talent with meaningful benefits
  • Offer protection without taking on complex admin
  • Choose solutions that fit your goals and your team size


Benefits We Can Offer:

  • Health, Dental & Vision
  • Life Insurance
  • Critical Illness & Accident Coverage
  • Disability Income Protection
  • Legal & Identity Protection
  • 401(k) & Retirement Plans
  • Executive Bonus Plans
  • Enrollment and Ongoing Support


Whether you have a team of two or 200, we’ll help you build a package that makes sense — for your people and your bottom line.


Ready to Offer More?

Visit www.BiteSizeBenefits.com to learn more, or reach out to schedule a personal consultation.  We’ll walk you through every step.  

Let's Talk About It

Ready to provide security for your employees and strengthen your workforce?  

We’re here to help.

Schedule a Conversation

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