I offer Financial Planners & Certified Public Accountants a strategic alliance to deliver holistic service to your clients through reciprocal referrals. The following are key factors that influence the structure of my offer:

• With the passage of the Affordable Care Act (ACA), our roles have become closer.  Health Insurance Brokers like myself are becoming increasingly engaged in matters of finance and compliance. My clients need financial and accounting services and your clients need health insurance and ACA Compliance support; our allegiance is a win for everyone, especially our clients.
• Navigating the complexities of the healthcare delivery system and its insurance coverage’s grows increasingly more challenging; having a trusted source to refer your clients to who is informed and can guide them properly is valuable.

I offer employee benefit programs specific to the interests of accounting firms.  As a resource for ACA Compliance, I have resources that support me and you, in ensuring our clients are thoroughly aware of new reporting requirements and how the many factors of the ACA have changed the landscape of Applicable Large Employer Compliance.  This also includes a thorough understanding of how a small employer, commonly owned by someone with interest in multiple enterprises, may be subject to compliance and reporting requirements they may not understand nor have the tools to support.  I have backing from agencies that provide guidance, support and software tools to ensure our clients’ needs are well-met.

Health care costs continue to rise and our clients are paying much closer attention to being properly insured against catastrophic financial loss as a result of a medical emergency or accident. Protecting your client’s wealth from such loss is a critical support to your efforts to grow and manage it. I provide all my clients a thorough evaluation that ensures coverage is in place for a variety of life events that might otherwise serve to derail your carefully plotted plan.

Other Benefits for You

• By working together, we eliminate potential competition.  As large agencies consume the marketplace, they offer services that compete with yours, often incorporating in-house Financial Services (as in the case of Banks that are also offering insurance coverage).  As specialized independent practitioners, we can support one another and protect our assets, our value proposition and our customer base.
• Year after year, as health insurance and related premiums continue to rise, I will assist your clients in finding plan alternatives and can also absorb the negative sentiment that might otherwise be directed at you for the pressure these increases place on a clients’ finances.  This keeps you shielded from association with that annual negative experience.
• As an Independent Broker, I am able to quote health insurance from all authorized carriers in the state. This guarantees that your clients will receive competitive rate quotes and multiple plan options best suited for their needs.
• Due to reciprocity agreements in the majority of States, my license in Nevada affords me the opportunity to quickly become licensed in States where I can readily engage your clients.  If you have a client outside of Nevada, I can be licensed in a matter of days. I am dedicated to serving you and your clients wherever that may be.
• I am professional, on-time, courteous and client-focused. I advise each client the same as I would a family member. I am not a salesman pitching your clients, nor am I commissions driven in my advice to your clients. Putting the needs of the client first is paramount. All appointments are conducted over the phone or through email (with the exception of business group insurance) allowing your client the privilege of conducting the appointments in a location of their convenience.