Meet the Evolving Needs of Your Employees

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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 needs of the business and its people.

The need for a strong employee benefit advisor has never been greater. Your advisor should be up to date with market trends, able to access unique markets, abreast of new compliance regulations, and knowledgeable in all facets of employee benefits. Your advisor should be collaborative, and provide a strategic roadmap that fits with your companies’ needs and culture. Lastly, communication, communication, communication!

It’s important for companies to adequately communicate their benefit offerings to their workforce so employees have every opportunity to understand the benefit and value of the programs that are available to them.

Read more from CSUF Business Interview with Joanne Tran


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

Employee Benefits

The U.S. healthcare system is increasingly complex, confusing to employees and employers alike, and healthcare costs continue to rise. All this creates healthcare-related challenges to 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 who are 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 certainty and direction for your medical plan.


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

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