Meet the Evolving Needs of Your Employees

Don’t hesitate to reach out. Joanne’s here to connect with you as part of your virtual team!

In many ways, the pandemic has brought employee benefits to the forefront for corporate leaders and entrepreneurs. The challenges are multi-faceted: 

  • Return to work strategies, 
  • The need to attract and retain key employees, and 
  • The economic realities of offering access to quality healthcare in a program that fits the business’s and its people’s needs.

The need for a strong employee benefits advisor has never been greater. Your advisor should be up-to-date with market trends, able to access unique markets, be abreast of new compliance regulations, and be knowledgeable in all facets of employee benefits. In addition, your advisor should collaborate and provide a strategic roadmap that fits your company’s needs and culture. Last but not least, communication, communication, communication!

It’s crucial for companies to adequately communicate their benefits offering to their workforce, so employees have every opportunity to understand the benefits and value of the available programs.

Read more from CSUF Business Interview with Joanne Tran
View Joanne’s 2022 OC Business Journal Leader of Influence – Insurance Profile


Listen to Joanne Tran answer the question
“What Makes a Great Consultant?”

Employee Benefits

The U.S. healthcare system is increasingly complex and confusing to employees and employers alike, plus healthcare costs continue to rise. All this creates healthcare-related challenges for employers who need the right strategic partner and advisor.

Executive Benefits

Our Executive Benefits Consulting Team understands the unique insurance needs of key executives and high-earners generally underserved by typical employer-based life and disability programs.

Pharmacy Solutions

Our pharmacy experts work with the health and welfare teams to deliver certainty and direction for your medical plan. Get confidence and direction for your medical plan.


Our Communications Team develops effective campaigns that enhance workforce awareness and understanding of benefits.

Looking for Guidance?

Sign up to schedule time for a strategy session with Joanne Tran.

[pardot-form id=”7150″ height=”500″ title=”Joanne Tran Meeting Scheduler”]

Required fields are marked with an (*).

The information you provide will be used in accordance with the terms of our privacy policy.


Joanne Tran Headshot

Joanne Tran

Senior Benefits Consultant

(949) 419-1605

Follow & Connect on LinkedIn

Joanne works closely with the Professional Services Industry. Learn more about our Law Firm practice and Architects & Engineers practice:

Law Firms

Architects & Engineers