OneSource
- Health & Wealth Management -

CONNECT

Address:

80 Iron Point Circle
Suite 200
Folsom, CA 95630

Phone:

888.268.8884

Broker


Voluntary, Group Insurance and Wealth Management Solutions for your Business

Our group, individual and wealth portfolios includes:

  • Accident Insurance

  • Cancer Insurance

  • Critical Illness Insurance

  • Dental Insurance

  • Medical Bridge Insurance

  • Term, Whole and Universal Life Insurance

  • Short-Term Disability Insurance

  • Long Term Disability Insurance

  • Pet Insurance

  • Auto & Home Insurance

  • Wealth Management, Financial Planning, Asset Management, and Retirement

Flexible enrollment capabilities

  • Discounted rates and/or free of charge from an industry leading technology company and our partner BRMS’ enrollment system (Vbas) (1-to-1, co-browse and self-enrollment) for all core and voluntary benefits

  • Support all case sizes and most industries

  • Single and multi-site enrollment support

  • Local benefit counselors and licensed advisors

  • Long-term commitment – first year enrollments, new hires and annual re-enrollments

1-to-1 benefit counseling

  • Specializing in benefit counseling for all core and voluntary benefits

  • Educate employees on the total benefits package, improve employee’s understanding and appreciation of benefits

  • Listen and propose needs-based analysis

  • Can meet with every employee

  • Local benefit counselors and security licensed advisors

Reasons to Affiliate

(Refer to Affiliate page or contact us for details)

  • No investment in resources required

  • Top tier compensation with our exclusive solicitor agreement for all products and carriers

  • No paperwork

  • Competitive referral fees

Exclusive one Source offerings for your Employer and Public Sector accounts:

  • Discounted rates and/or free of charge from an industry leading technology company and our partner BRMS’ enrollment system (Vbas) (1-to-1, co-browse and self-enrollment) for all core and voluntary benefits

  • 20% discounted financial planning fee for large groups

  • 1 hour financial planning & retirement consultation

  • 5 minute retirement snap shot for every employee

  • Premium Only Plans

  • Discounted Flexible Savings Accounts

  • Wellness card / discounted services such as Lasik, prescriptions, dental services

  • Flu shots or health assessment tests / for large groups

  • Attractive guaranteed issue underwriting

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck