OneSource
- Health & Wealth Management -

CONNECT

Address:

80 Iron Point Circle
Suite 200
Folsom, CA 95630

Phone:

888.268.8884

Employer & Broker


Group Insurance and Enrollment Solutions for your Company

Our group and voluntary insurance portfolio includes:

  • Health, Dental, Vision Insurance

  • 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

  • Pet Insurance

  • Auto & Home insurance

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

Cost control strategies

  • Cost-reducing benefit plan design strategies

  • Solutions for employees with high-deductible medical plans

  • Supplement current carriers

  • Enhance benefit offerings

  • FSA and POP Plans

Wellness and health promotion strategies

  • Onsite wellness screening, health risk assessment with online health portal, 24/7 NurseLine or onsite flu vaccination

  • Wellness discount card

  • Wellness benefits

Enrollment, communication and education tools

  • 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 at every stage of the enrollment process

  • General or customized benefit website capabilities available, featuring a recommendation engine

  • Customized educational materials, including benefit statements, paycheck illustrations and more

Exclusive OneSource offerings for 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 offers

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