At Pacific Advisors, the major theme for our clients is “A good life for the rest of your life” – fundamental to this theme is establishing a foundation that our Advisors label as “Protection”. One major element of Protection is providing basic risk deferring strategies through various forms of insurance.
One of the most fundamental “protection” strategies is being sure you are not exposed to undue risk due to health considerations. It is therefore fundamental to a sound plan to have the appropriate health insurance for you and your family or if you are a business owner for you and your employees – the Pacific Advisors Employee Benefits Department handles these very specialized areas. Our department is staffed with over 100 years of cumulative experience in healthcare and we are ready to assist in the development of your health insurance and/or employee benefits plan in conjunction with your Advisor.
Use the links above to access more information, forms and application links.
The basic tenet to a solid, well thought out Financial Plan is adequate protection. This encompasses most insurance products: life, disability, liability, car insurance etc. Our employee benefits department specializes in one facet of protection which is assisting clients with adequate and appropriate health insurance – either individual plans or plans for small to medium size companies (with an added emphasis on tax minimization and compliance issues especially for group plans).
Our process is: