I help families and businesses determine the right kinds of insurance they need, at a price that’s right for them. I am truly interested in what is important to you and often meet or talk to families or human resource officers about potential changes or questions about coverage or policy. Following is a fairly comprehensive list of the ways I can bring value to you or your organization.
We are proud to announce that our agency includes Certified Healthcare Reform Specialists (CHRS). With this designation, our agents are more qualified to advise their clients to ensure that changes stemming from healthcare reform are being implemented according to new guidelines. Follow our Healthcare Reform Partners of Kern group on LinkedIn for current news and trends occurring in healthcare reform. We specialize in a wide variety of plan types and lines of coverage.
Health Maintenance Organization (HMO)
Preferred Provider Organization (PPO)
High-Deductible Health Plans (HDHP’s)
Pension/Profit Sharing Plan
OTHER EMPLOYEE BENEFIT PLANS
Section 125 Plans/FSA
Long Term Care
Employers Professional Liability Insurance
Errors & Omissions
Personal Lines for Home & Auto
When it comes to running a business, or running a family for that matter, having the facts can make all the difference in the world. Whether you are expanding your family or business, trying to optimize your benefits program, or trying to balance cost with value – I am here to answer your questions and provide advice on issues you may not have considered. As seasoned experts we have most information at our finger tips, but what we don’t have I can get for you.
In addition to our own professional staff, our firm is able to provide a wealth of resources to our clients through other value-added services from our partners specializing in:
Human Resource Management Mergers & Acquisitions
Family Business Development Conflict Resolution & Mediation
Process Improvement and Quality Management Succession Planning
Property and Casualty ERISA Compliance
FMLA Management COBRA Administration
Payroll/HRIS Tax and Accounting
Legal Services HR Consulting and Advice
Payroll Any business related concern you have…Just Ask!