From zero-employer expense benefits to flexible hours, remote work options can greatly enhance satisfaction without significantly increasing costs. Providing lifestyle benefits instead of increasing wages is a cost-efficient way to improve employee morale.
Employers see these perks as strategic investments in their workforce, leading to higher productivity and a more stable business environment. These programs’ S.M.A.R.T. benefits help reduce costs while offering competitive employee packages.
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Life-Business Plan -
Life Protection With
Exit 65 Income Option
Final Expense Life Insurance
Term Level Life Insurance
Business Continuation/Partnership Buyouts
Profit Protection/Extraction
Indexed Life-Retirement
Private Retirement Income -
Income You Can’t Outlive
Guaranteed Income for Life
Traditional and Roth IRAs
Corporate Pensions
SEP (Simplified Employee Pension)
Private - Self-Directed IRA With Checkbook Control
Medicare -
Retirement HealthCare
Medicare Supplement
Medicare Advantage
Long-Term Care
Short-Term Care
Medical/Health Coverage -
Individuals/Groups/Business/Self-Insured
Anthem Blue Cross
Blue Shield of California
Kaiser Permanente
Aetna - CalCPA
California Choice
CCHP Health Plan
Auxiliary Dental/Vision
Cigna - Health Net
Kaiser Permanente
MediExcel Health Plan
Total Benefit Solutions
UnitedHealthcare
....more
Client Referral Service - S.M.A.R.T.
Save Money And Reduce Taxes
1031 Delaware Statutory Trust - Capital Gains Protection
Business Financing – Private Placements – EIN Only Funding
Investment Advisors/Estate Planning
Attorneys/Paralegal/CPA-Bookkeeping
Resolve Business Distress, Preserve Value
Consulting Services
Corporate Turnaround
Business Debt Resolution
Private Equity Alliance
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THE TOP MEDICAL HEALTH INSURANCE CARRIERS
Aetna \ Aetna Funding Advantage (AFA)1 \ Aetna Balanced Funding (ABF)1 \ Anthem Blue Cross \ Blue Shield of California
CalCPA \ California Choice \ CCHP Health Plan \ Cigna1 \ Cigna Level Funding1 \ Cigna + Oscar \ Community Care Health
EDIS1 \ Health Net \ Kaiser Permanente \ MediExcel Health Plan \ Sharp Health Plan \ SIMNSA \ Sutter Health Plus
Total Benefit Solutions1 \ UnitedHealthcare \ UnitedHealthcare Level Funding1 \ Western Health Advantage
….and more!