Custom benefits for you and your employees
We have over 30 years of experience in the insurance industry providing expertly designed benefit solutions for large multi-location clients as well as small businesses
What People Say
“Patrick has been our go to guy for 20 years now. We trust his opinion and he has all the right contacts in all the right places. We’ve saved millions thanks to his expertise and relationships. He’s like a member of the family.”
- John D., Los Angeles, CA
“During the last year and a half, Patrick has been instrumental in guiding us towards incorporating alternative ways of financing our health and welfare benefits that we provide to our employees. It’s paid off and we are a much better company because of it.”
- Sue M., New York, NY
“I like that Patrick is always available to help with any type of issue – he is literally the first person we call. He handles so many facets of our business with many different types of products – from health benefits to disability and life insurance - he knows his stuff!”
- James S., Woodland Hills, CA
Expert guidance & creative solutions from a trusted advisor
Health & Welfare Benefits
Managing costs while enacting a strategic employee benefits plan is critical to the success of your program. We start with a thorough financial and utilization analysis of your business that helps us design the most comprehensive benefits solution for the best value. Our experience and industry contacts give our clients access to top-tier benefits at exclusive rates
Disability Income Protection
Protect your biggest asset with customized disability coverage that pays the bills when you’re disabled or injured. We partner with the most established and respected carriers to help you find a long or short-term option that works best for your situation
Life Insurance
Plan for the future to protect loved ones from financial burdens and helping them maintain their standard of living and cover unexpected costs and significant expenses. Whether it’s whole life, universal life, or variable universal life we are able to help you understand and obtain the best option for your situation