At Heath Benefit Partners, we help entre­pre­neurs provide custom-fit employee benefit programs that save money, while more effec­tively meeting the needs of your people. We’ve developed a propri­etary strategic planning process combining technology-based analysis tools and benefit-focused experience and insight, to deliver the best possible program for your unique benefit needs. We know you’re passionate about your business. You’ve sacri­ficed a lot to get it where it is today. As entre­pre­neurs ourselves, we know how important it is to protect one of your most important assets…your people. We also under­stand the value of using a quality benefit plan to recruit, retain, and reward your employees.. We take the concept of being “client-focused” to the next level. We consider ourselves partners with every client who places their trust in us, providing unpar­al­leled customer service through our knowl­edgeable, friendly staff, and bringing more than 22 years of specialized experience in a diverse range of benefit plans. Our promise? We’ll match your passion and dedication when it comes to protecting your business’ bottom line and your people with the right benefits.

Full service insurance brokerage providing insurance products and risk management services for Property and Casualty, Employee Benefits, Wealth Management, Workers Compensation, Private and Personal Risk Management, General and Automotive Liability, Surety Consulting and Brokerage, Specialized Programs and more.

KingBenefits, formerly William J. King & Associates, has served businesses and individuals with their employee benefits and insurance needs since 1972. Our success over the years has made us among the top agencies in San Diego. We pride ourselves on our extensive industry knowledge and creative problem-solving solutions, ensuring each client is matched with a strategy to meet their needs. Our company structure is one of teamwork. Although each member of our team has a defined area of specialty, everyone is trained to handle just about any situation that might present itself. This gives our clients the security that they will never have to wait for information or action to be taken in the event their account representative is unavailable. At KingBenefits Insurance Solutions we all work for a common goal - to ensure each and every client's satisfaction.

Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.

Rancho Mesa Insurance Services, Inc. is a commercial insurance brokerage providing risk management solutions to dynamic organizations throughout the United States. Operating as an independent insurance agency, Rancho Mesa brings over 35 years of professional insurance experience to our clients. Our core commitment is to be a trusted business partner and client advocate while delivering comprehensive and innovative products and services.

PERSONAL*BUSINESS* HEALTH* LIFE INSURANCE We are a full service insurance agency providing insuranace solutions the will aim to protect you in the event of a loss. Our agency was founded in 2010. Rachelle Withers, who has been a licensed insurance professional since 1996. Prior to starting Withers Insurance Services, Rachelle worked as a top insurance producer for a medium sized agency for over 12 years and also served as Insurance Director for another agency for another 2 years. As a result of over 14 years in the insurance profession our agency been able to obtain appointments with some of largest and most respected carriers in the nation. Withers Insurance Services serves the needs of California, Arizona, and Nevada.

I partner with businesses to design and optimize employee benefits strategies that balance cost, compliance, and competitiveness—ensuring they attract and retain top talent.

Tax & Financial Group (TFG) is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. TFG provides a wide range of financial services in the following areas: Financial Planning Investment Management Business Planning Insurance Services Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give tax or legal advice. 4001 MacArthur Blvd., Suite 300, Newport Beach, CA 92660

Founded in 1991, Corporate Benefit Marketing is a full service employee benefits consulting firm and has gained the reputation as an industry leader. With offices located in Agoura Hills, Valencia, and Newport Beach, CA, the CBM team combines local presence with national reach. Licensed in multiple states, our consultants have over a century of professional employee benefits experience. CBM specializes in the design, implementation, and administration of customized group benefit programs. We are committed to deliver excellent service and unsurpassed integrity while providing sound solutions that balance cost containment and common sense.