Donald W. Tapert Insurance Agency, operating under StoneTapert Insurance Services in Los Angeles, CA, stands out as a prominent provider of employee benefits consulting. Their services are crucial in elevating workplace dynamics and fostering employee loyalty. They specialize in creating customized employee benefits programs, which are vital in attracting and retaining talent, as well as promoting employee well-being and success in the workplace. They empower human resources departments with comprehensive resources, expert advice, and cutting-edge tools, ensuring companies stay updated with federal and state mandates for compliance. Additionally, their offerings cater to personal insurance needs with a range of healthcare alternatives, addressing the varied requirements of different life stages. With over 60 years of experience, StoneTapert Insurance Services has a legacy of reliability and expertise, partnering with diverse organizations including startups, non-profits, and both private and public entities. Their approach combines industry expertise with innovation, ensuring top-notch service delivery and proactive problem-solving. Their suite of services includes strategic planning, plan analysis, market research, renewal management, cost management, and compliance assistance. They also offer a dedicated team of employee benefits experts and NAHU certified benefits specialists. Their technological solutions include cloud-based enrollment, HR hotline, interactive HR apps, and a comprehensive online learning platform, all designed to support the effective implementation and management of employee benefits programs. Among their notable clientele is Flintridge Preparatory School in the educational services industry, based in California, with over 100 participants. Their expertise spans across various industries, with a strong focus on educational services, demonstrating their ability to cater to specific industry needs effectively.

Nestled in the vibrant heart of Los Angeles, Relational Advisors stands as a trusted beacon for employers seeking comprehensive and tailored employee benefits solutions. With a profound focus on fostering enduring relationships, this esteemed brokerage firm brings forth a wealth of experience in catering to the diverse needs of self-funded employers. At Relational Advisors, the essence lies in understanding the unique dynamics of each client, crafting bespoke benefit packages that resonate with their organizational ethos and goals. Through meticulous attention to detail and unwavering dedication, they have earned the trust of esteemed entities such as ACEC LIFE/HEALTH INSURANCE TRUST BENEFIT CONSORTIUM, LPA, INC., and WATG HOLDINGS, INC. Their approach transcends mere transactional dealings; it embodies a commitment to nurturing enduring partnerships, providing steadfast support every step of the way. With Relational Advisors as a steadfast ally, employers find assurance in navigating the complexities of employee benefits with clarity and confidence. In the bustling landscape of LA's business realm, Relational Advisors stands tall as a beacon of reliability, delivering excellence with a personal touch.

Petra Insurance Brokers – The Promise of Clarity Our mission is to bring clarity into each and every persons life. Insurance is one of the most important and critical choices we make in life, and with all the choices in the market we understand that selecting the right insurance coverage and the right providers can be an overwhelming task. That’s why it’s Petra Insurance Brokers’ unwavering promise to bring utmost clarity and confidence to each and every customer when it comes to the right insurance plan, whether it’s personal or business insurance. This promise is delivered and spearheaded by a management team that brings forth close to 50 years of excellence, leadership and credibility within the UAE insurance market and we aim to transfer this experience to the customer for the sole benefit of the customer. Our Market Edge – Your Advantage The advantage of appointing Petra Insurance Brokers is that we work on behalf of the client and utilize our direct access to the most reputable insurance companies in Dubai and their products so that we can efficiently scope out the market and get numerous offers and provide competitive/comprehensive offers. In other words, we will take care of all details for you. Why take a risk with insurance? Insure with Petra and let us bring instant clarity to your life. Our Services – Going That Extra Mile • Free advice and consultation throughout the policy cycle • One contact point for every insurance need through the policy cycle • Retrieving multiple quotes based on client needs • Advising the client on the terms and conditions • Negotiating policy terms and conditions with the insurance providers • Advising and following up on claims during the policy period • Monitoring loss ratio for renewal purposes • Loss assessors

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James P Bennett & Co is a reputable insurance broker with a dedicated office situated in the vibrant city of Santa Monica, California. With a proven track record of excellence, they have established themselves as a trusted partner in the insurance industry. One notable success story for this particular office is their collaboration with Utility Trailer Manufacturing Company (Corporate), an esteemed employer in the motor vehicle body and trailer manufacturing sector, boasting a workforce of 3,210 individuals. James P Bennett & Co worked closely with the HR and finance team at Utility Trailer Manufacturing Company to devise a tailored self-funding arrangement. This comprehensive solution included the development of an HMO plan, PPO plan, PBM, and drug plan, specifically designed to cater to the unique requirements of their members. Drawing upon their extensive experience, James P Bennett & Co has cultivated a strong expertise in serving self-funded employers. Their profound understanding of HMOs allows them to work closely with clients, ensuring their needs are met effectively. Similarly, their proficiency in collaborating with clients and PPOs enables them to deliver exceptional solutions that align with member expectations. James P Bennett & Co also possesses substantial experience working with PBMs and other specialized pharmacy providers. Notably, James P Bennett & Co serves a diverse range of clients, including large and midsize employers. Their impressive portfolio encompasses notable organizations such as Acec Life/Health Insurance Trust Benefit Consortium, American Security | High Security Home and Business Safes, and BI Nutraceuticals. Operating across California, Texas, and New Jersey, this office of James P Bennett & Co extends its exceptional services to clients across multiple states. Thanks to their vast experience and expertise, James P Bennett & Co boasts a strong M Score, a testament to their ability to cater to clients of varying sizes and industries. They particularly excel in providing insurance solutions for food manufacturing, miscellaneous durable goods merchant wholesalers, and electrical equipment and component manufacturing industries. With their unwavering commitment to client satisfaction, James P Bennett & Co is an insurance broker that consistently delivers outstanding results.

PERSONAL*BUSINESS* HEALTH* LIFE INSURANCE We are a full service insurance agency providing insuranace solutions the will aim to protect you in the event of a loss. Our agency was founded in 2010. Rachelle Withers, who has been a licensed insurance professional since 1996. Prior to starting Withers Insurance Services, Rachelle worked as a top insurance producer for a medium sized agency for over 12 years and also served as Insurance Director for another agency for another 2 years. As a result of over 14 years in the insurance profession our agency been able to obtain appointments with some of largest and most respected carriers in the nation. Withers Insurance Services serves the needs of California, Arizona, and Nevada.

CPS Insurance Services (CPS) is the nation’s leading independent marketer of individual products to successful financial and insurance professionals. Specializing in Life, Annuities, Disability Income, Long Term Care and Employer Benefits products, CPS is more than the most comprehensive resource for premium products and services. We are focused on being the best provider in the industry, through the sum of the relationships we’ve cultivated over four decades. We are a values-based organization of individuals who provide best-in-industry products, services and support to the insurance and financial services industries. Today, we enable our forward-thinking affiliates and clients to succeed, in business and in life.

Barich And Associates Insurance, located in Riverside, California, is a notable local brokerage firm with a significant presence in the Inland Empire since 1979. This office specializes in providing comprehensive insurance solutions tailored to meet the specific needs of local and regional employers, with a strong focus on medical and ancillary benefits. Their expertise spans various industries, particularly excelling in the automobile dealers sector. A testament to their proficiency is their work with prominent clients like Tom Bell Properties, an automobile dealer in California, where they effectively manage over 330 participants. The firm offers a wide selection of employee benefits, products, and services, underscoring their commitment to catering to diverse employer requirements. They provide a range of life insurance plans from leading providers such as Hartford, Foresters, General American, MetLife, Banner Life, and Transamerica, illustrating their ability to offer versatile and reliable life insurance options. Additionally, Barich And Associates Insurance is adept at offering various health insurance coverages, including HMO, PPO, EPO, and short-term policies, as well as Health Savings Accounts (HSAs), ensuring a comprehensive approach to health insurance needs. Their proficiency also extends to dental insurance, where they focus on helping clients find the best plans while avoiding pitfalls that could lead to inadequate dental care. Moreover, they assist in finding the most cost-effective Medicare plans, demonstrating their dedication to helping clients save money while securing appropriate coverage. This multi-faceted expertise positions Barich And Associates Insurance as a reliable partner for employers seeking robust insurance solutions in Riverside and the broader Inland Empire region.

Tax & Financial Group a boutique Financial Services firm headquartered in Newport Beach, CA. TFG has been enhancing lives for over 40 years and provides a wide range of financial products and related services to families, business owners, and high-net worth individuals in the following areas: Business Life Insurance Business Succession Strategies Buy-Sell Strategies College Funding Comprehensive Financial Planning Disability Income Strategies Estate Planning Executive Compensation Strategies Group Benefits Individual Life Insurance Investment Advisory Services Long-Term Care Strategies Philanthropic Strategies Property & Casualty Insurance Retirement Income Strategies Tax Reduction Strategies Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"​), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.

More people than ever are choosing to do their insurance planning online. Who wants to do insurance the old way, with an insurance agent visiting your home and refusing to leave with out a check? Being an online, independent insurance agency that offers remote insurance work nationwide, Aston Sharp is revolutionizing the way insurance is purchased. Aston Sharp specializes in long term care, disability, and life insurance. As an independent agency, Aston Sharp works will all the top insurance carriers around the country, in order to insure that you are getting the top quality product at the best price