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California Business Benefits

THE ONE-SHOP-SHOP FOR BUSINESSES

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GROUP INSURANCES
RETIREMENT AND FINANCIAL PLANNING
PROPERTY CASUALTY INSURANCES
BUSINESS AND ESTATE PLANNING
Health | Life | Disability 

Dental | Vision| | Cafeteria  

HSA | FSA | HRA | LTC 

Medicare | Key Employee

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Workman's Comp|Liability 

 EPLI | Errors and Omissions | Earthquake 

Product Liability| General Liability

Cyber Insurance | Auto | Umbrella  

Qualified Plans | 401(k) | Calsavers

Profit Sharing  | 403(b) Plans 

Money Purchase | Defined Benefit 

Buy Sell Planning | Estate Planning

Sale Planning | Succession Planning

Long Term Planning

 Disabled Planning

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HR Human Resources
 PEO Preferred Provider Organization
Payroll
SCHEDULE A CONSULTATION
COMPLIANCE AND MANDATES
LIVE QUOTES

 

ANCILLARY SERVICES
ALE Applicable Large Employers

1095c Filing/Mandate

5500 Filing/Mandate

Retirement Plan Mandate | MEC 

ERISA | HIPAA | FMLA 

Individual Health Insurance 

Individual Term Life Insurance

Individual Medicare Supplements

Dental Insurance | Group Census Form

 

We offer no cost consultations. Let our network of professionals consult you on nearly any financial instrument. 
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Administer/Offer your Benefits Online.

We can provide a platform/app to administer your benefits remotely at no cost.

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