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 Lisa Rehburg is President of Rehburg Life Insurance Settlements, a life insurance settlements broker.  

Lisa is passionate about assisting financial, insurance, legal and non-profit professionals to help their clients benefit from their unwanted or unneeded life insurance policies.  Lisa has been in the health and life insurance industries for over 30 years.  She has presented to hundreds of organizations, including various Financial Planning Associations, Estate Planning Councils, Planned Giving Roundtables, NAPFA, NAIFA and Health Underwriters Associations, to raise the visibility of life insurance settlements as an option for clients, when appropriate.   She has written articles for California Broker magazine, Planned Giving Today, Think Advisor and the Certified Senior Advisor Journal.  She has held executive roles at carriers, general agencies and TPAs.   She holds a Bachelor of Arts degree in Finance and a Master of Arts degree in Organizational Development.

Products and Services offered:

Life insurance settlements - we are brokers with access to many buying groups, allowing us to maximize the value for clients.  We proudly work with insurance professionals nationwide to generate the highest return for a client's policy, and also add an additional revenue source for our insurance agent partners.

a:  60545 Santa Rosa Rd, Mountain Center, CA  92561 

p: 714.349.7981

e:  lrehburg@aol.com 

George Geldin, RHU LUTCF is a member in good standing of the National Association of Insurance and Financial Advisors (NAIFA) and the National Association of Health Underwriters (NAHU). 

In 2012, for the tenth consecutive year, George was presented with the symbol of NAHU’s highest level of achievement, the Golden Eagle Award, for outstanding work in health insurance sales. Also in 2012, he became A Charter Qualifier For NAHU’s New Highest Recognition, The Soaring Eagle. 

In addition to individual and group health as well as life insurance, Geldin Insurance Services is a provider of long-term care insurance and disability insurance. 

a: 5707 Corsa Ave # 107, Westlake Village, CA 91362

o: 877.789.5831

e: George@Geldin.com

w: https://geldin.com/

Casey Miller - New Business Manager

•  Lowest Rates in the Industry, Guaranteed! *
• Quick and Easy Online Quote!
• Online Application
• Apply Today – Certificate Tomorrow
• Affordable Payment Plans
• We Cover Low Risk Professionals Only
• We Cover New Businesses
• For Small Business Owners Only
• Covers Residential & Commercial Work
• A+ Rated Company **
• Prompt & Courteous Customer Service
• Offering Policies in USA and Now CANADA

a: 204 S. 25th Street, Colorado Springs, CO 80934

p: 800.446.0143

e: Support@ContractorsGeneralLiability.co

Rebecca Wells - New Business Manager

• Lowest Rates in the Industry Guaranteed!
• Answer 12 simple questions and get your instant quote
• Quick Online Application
• We Cover New Businesses
• Prompt and Courteous Customer Service

       ★★★★★ 5 Star Rated

• Covers both Personal and Commercial Lines
• Innovative, Cutting Edge Company
• A+ Rated Company 
• Diminishing Deductible Program
• Renewals and Referrals make up 71% of our business

a: 204 S. 25th Street, Suite 6291, Colorado Springs, CO 80934

p: 800.399.3125

e: Support@ErrorsAndOmissionsOnline.com

Dorothy M. Cociu, RHU, REBC, GBA, RPA

President of Advanced Benefit Consulting

Dorothy Cociu is the President of Advanced Benefit Consulting, an employee benefits broker and compliance consulting firm located in Orange County, CA. Dorothy has been known in the benefits and health insurance industry for decades and is regarded as an industry and compliance expert. Specializing in self-insurance, large group health plans and their compliance, Dorothy and ABC offer superior customer service, compliance consulting and educational services to their clients. She hosts an industry popular weekly podcast, the Benefits Executive Roundtable, and has served on many industry boards. She is a past president of the California Agents & Health Insurance Professionals (CAHIP), a past president of CAHIP-Orange County, and a past Regional Vice President for the National Association of Benefits and Insurance Professionals (NABIP). She currently serves as the Vice President, Communications & Public Affairs for CAHIP-OC.Dorothy is a frequent author of many health insurance and benefit compliance articles that are published routinely by many statewide and national publications, including CalBroker and America’s Benefit Specialists magazines, as well as Human Resources Magazines like HR Tech Outlook and Manage HR. She is also a frequent speaker/CE course instructor for numerous employee benefits and related compliance topics.

Products/Services: Advanced Benefit Consulting has been named in the Top 10 of Employee Benefits Service Companies by HR Tech Outlook 2022, Top 10 of Benefits Administration Service Companies for Manage HR 2022, Top 10 Employee Benefits Solutions Providers 2023 by HR Tech Outlook, and Top 10 Health Insurance Broker Companies 2023 by Manage HR.

ABC offers monthly educational webinars, seminars or Lunch & Learn programs to their clients (9 months of the year) and an on-demand platform with recordings of past sessions. ABC is a Continuing Education (CE) provider for the California Department of Insurance and an educational provider for Human Resources Certification Institute (HRCI).

Social Media:

Linkedin - Dorothy M. Cociu

Linkedin - Advanced Benefit Consulting

a:  5130 E La Palma Ave, Suite 211, Anaheim, CA 92807 

p: 714.693.9754

e:  dmcociu@advancedbenefitconsulting.com

Ariana Brill - Owner of Ask Ariana Healthcare Access

Ariana is a graduate of Vassar College and she received her JD/MBA at UC Davis. Prior to her insurance career, she worked in animation production and later in nonprofit cooperative housing. 

Ariana is an activist, an attorney, and a certified health insurance agent. Healthcare access is her social justice calling. She understands that the Covered California system is mindbendingly complicated – and believes no one should be expected to navigate it alone. She's guided hundreds of Californians through the labyrinth (for free!) and she'd be delighted to be there for you too. 

Services / Products:

My team specializes in helping low-income individuals and families to get access to affordable healthcare through the Covered California marketplace. We can also assist with Medicare and small business options.

• Covered California
• Medicare
• Vision & Dental
• Small Business
• Travel & Expatriate

a: 1520 E Covell Blvd, Suite B5-496, Davis CA 95616 

e: help@askariana.com

p: 888.349.1642

Social Networking Links: 

• Facebook
• Instagram
• Twitter

Roger Smith - President

Jake Schroeder - Vice President of Operations

Dan Cross - Sales Manager

37 Year Business Owner and 18 year NAHU/NABIP member. 37 year Professional Insurance Broker and Administrator of Health Program Benefits including Associations.

We are a full-service benefits-based insurance brokerage w/TPA licensing.

Employer Group and Individual Health Benefits

Proprietary Association Group Plans (including Kaiser Grandfathered Plans)

• Quick and Easy Online Quoting Platform
• Online Application/Enrollment
• Multiple Payment Plan Options
• Prompt & Courteous Customer Service
• A+ Better Business Bureau (BBB) Rating
• Dunn & Bradstreet Verified Certification

a: 32605 Temecula Parkway, Suite 102, Temecula, CA 94592 

p: 800.446.2663

email addresses: 

Roger Smith - Roger@BenefitsStore.com

Jake Schroeder - Jake@BenefitsStore.com

Dan Cross - Sales@Benefitstore.com

Social Networking Links: 

• Facebook
• LinkedIn 
• Twitter

Marc Glickman, FSA, CLTC, LTCP

CEO and Founder

As the CEO and co-founder of BuddyIns. Marc came up with the concept of BuddyIns while working as an Actuary and Chief Sales Officer at an insurance company home office. Marc wondered why there was not an easier way to offer LTC insurance to clients and learn planning strategies from industry experts. With this vision in mind, BuddyIns was born.

Marc has a degree in Economics from Yale University. He has over 15 years of experience as an Actuary with a specialty in investments. Marc is a licensed insurance agent in all 50 states. He is on the Board of Advisors for the Twilight Wish Foundation, which grants wishes for deserving seniors. He is also a friend of the council for CLTC, the premier training organization for LTC insurance professionals.

PRODUCTS & SERVICES: 

BuddyIns partners with LTCi GAs and brokers as a technology provider, sales and marketing resource, and group LTCi enrollment partner. 

• Proprietary carrier-integrated enrollment platform
• Interactive LTCi planning calculator
• Preferred underwriting offers
• Customized educational content, emails, webinars, and videos
• Educational landing pages
• Self-service enrollment with referral to LTCi specialist consultant as needed
• Broker training and sales software
• Census analysis and strategy consultations
• Reporting, commission accounting, and carrier contracting
• Family caregiver support concierge
• Claims filing assistance and rate increase reviews

Social Media Links:

• Linkedin
• Facebook

a: 4047 Meadow Lark Drive, Calabasas, CA 91302

p: 818.264.5464

e: marc@buddyins.com

Louis H. Brownstone is Chairman of California Long Term Care Insurance Services, Inc., a large independent specialist long term care brokerage.  He is past chairman of the National LTC Network and past board member of the National Alliance of Insurance Agencies.  He is currently very active in the National Association of Insurance and Financial Advisors (NAIFA), the largest and oldest group of its kind in the insurance industry.

A native San Franciscan and fourth generation California, he graduated from Andover and Stanford.  After a thirty year retail career, he founded California Long Term Care Insurance Services in 1997.  He is currently the father of five children, seven grandchildren, and one great grandson.

Products and Services offered:

Long Term Care, Annuities, Life Insurance.

a: PO Box 460640, San Francisco, CA 94146

p: 650.231.4591

e: louis@cltcinsurance.com

John D. Evangelista

District General Agent

John D. Evangelista, LPRT, has an illustrious career spanning nearly three decades in the insurance industry. Holding the role of District General Agent for Colonial Life, John oversees a dynamic team of over 35 agents, and he manages a portfolio of over 600 accounts. In addition to offering a diverse voluntary benefits portfolio with seven different product lines, John and his team also specialize in delivering invaluable no-cost one-on-one enrollment counseling sessions which provide employees with expert advice on both core and supplemental benefits.

John currently serves as the 2023-2024 President of California Agents and Health Insurance Professionals - Orange County (CAHIP-OC), a position he also held during the 2011-2012 term.  Along with his dual tenure as President, John has served as a CAHIP-OC board member since 2007.  Furthermore, John has been acknowledged by being awarded the prestigious CAHIP-OC Pinnacle Award in 2020, a testament to his exceptional dedication, impact, and influence in the field and industry.

Beyond his professional endeavors, John remains a committed supporter of charitable causes, notably the Cystic Fibrosis Foundation and New Hope Grief Support Community.  In his free time, you can find John at the golf course or spending time with his grandchildren.

Products and Services:

Robust Product Portfolio: With seven different product lines, individual and group plans, and several options for customization within each plan, Colonial Life offers plans that fit each employee’s unique needs.

Enrollment Technology: Colonial Life simplifies and streamlines the enrollment process by integrating with over 15 benefits administration platforms and over 60 hosting platforms. Our strategic partnerships offer a user-friendly enrollment experience and no-cost or discounted access to platforms in addition to many other benefits.

Enrollment Counseling: Our highly trained enrollment counselors meet one-to-one with each employee to provide expert advice and counseling on both core and supplemental benefits. Enrollments are conducted either in-person or virtually.

Social Media:

Linkedin

Twitter

a:  Aliso Viejo, CA

p: 714.308.0669

e:  John.Evangelista@ColonialLifeSales.com

Phil Calhoun  MBA

President of Commission Solutions

Phil Calhoun enjoys helping health brokers Protect, Grow and Sell their commissions.

His retail agency experience combined with a background in mergers and acquisitions has led to a passion to help health brokers protect their hard earned commissions.

In 2020 Phil’s book, "The Health Broker’s Guide To Protecting, Growing and Selling Commissions," was released. With the momentum from the book, and his articles in California Broker magazine, Phil now focused his efforts solely on educating health brokers about commission protection.

In the process Phil helps brokers sell their commissions when they decide to retire.

In select cases Phil’s agency acquires retiring broker’s books of business.

The consulting work Phil provides includes access to health broker/agent proven legal agreements with experience to personalize solutions for solo brokers, partners, and agencies resulting in tools needed to find buyers or successor candidates when needed.

Phil has been married to Thea for 44 years and they have three successful children. Phil also directs a non-profit offering friendly visits to older adults through Project LIFE where young

adults gain wisdom listening to life journeys shared by older adults.

Products/Services: 

Since 2018, the Commission Solutions team has completed ten acquisitions, have 4 Active commission protection deals under agreement totaling over $1,000,000 annually, and has consulted with dozens of brokers on protection and exit planning.

Phil has a passion to help active brokers get answers to their planning questions. His process leads to proven solutions to reach 100% commission protection. His consulting work includes access to health broker/agent proven legal agreements with experience to personalize solutions for solo brokers, partners, and agencies resulting in tools needed to find buyers or

successor candidates when required. 

Phil plans to expand his success with an active consulting practice in the commission protection and exit planning space exclusively for health brokers through Commission Solutions based on his subject matter expertise.

Video to learn more about Commission Solutions: Learn more

a:  14771 Plaza Drive Suite C

Tustin, CA 92780

c: 714.664.0311

e:  phil@commission.solutions

Sarena Warner   

Executive Vice President, Employee Benefits

I am a 25+ year veteran of the employee benefits business. I have worked in nearly every capacity in the field, and have developed specialized skills in the design and implementation of employee benefit programs for firms large and small. My expertise includes: Heatlh Saving Accounts (HSA's) fully and partially insured programs, ancillary benefits, as well as cafeteria plans and COBRA compliance. My experienced team and I have worked with over 1000 professionals and business owners. I am especially sensitive to the rising costs of health insurance. I bring creative ideas to business owners and would like to opportunity to help YOU too.

Products/Services:

Employee Benefits Online benefits enrollment, Full service support for enrollment, communication, HSA HRA and pre-tax strategies. ACA compliance and guidance.

Payroll and HR integration and a non-call center approach to helping companies succeed.

Social Media:

Linkedin

a:  21021 Ventura Blvd # 200, Woodland Hills CA 91364

p: 818.456.8554

e: Sarena@corpstrat.com

VICE PRESIDENT OF SALES, CALIFORNIA

My passion is helping small business owners to feel secure while employing people in California. I have worked in various roles in the human resources industry for more than 25 years, and I love to share my experience and expertise with business owners to help them to succeed in the California market.

Serving as Vice President of Sales, California for Engage PEO empowers me to partner with brokers to help their clients' businesses to succeed by strategically managing their human capital. At Engage, Engage is the most broker friendly PEO.  I help business owners, CEOs, CFOs, and founders of startups to focus on the creation, development, marketing, and deployment of their product/service instead of devoting precious time to administrative tasks, compliance, and cost containment issues. It's all about empowering you to attract and retain the best talent that helps you to:

* Focus on your core business

* Become an employer of choice 

* Reduce administrative cost

* Maintain peace of mind

I possess extensive experience in human resources, recruiting, and workers’ compensation as well as deep experience in healthcare. I am certified as:

* Associate Professional Human Resources (aPHR) by the Human Resources Certification Institute (HRCI)

* Certified Business Performance Advisor (CBPA) by the University of Houston, Bauer College of Business

* Slavic 401K certified 

Products/Services:

Engage is a leading, national PEO with full service HR and benefits offerings and a boutique level of service and flexibility.

Engage is the ONLY PEO where every dedicated HR Consultant is also a licensed attorney. That's a big differentiator!

Engage has significant experience serving white and gray collar businesses and startups ,including healthcare service providers, restaurants and hotels, professional services firms, franchisees, and multi-state employers.

Engage provides access to a comprehensive suite of ACA-compliant healthcare and voluntary benefits via a private Corporate Exchange and a Simple Business Solutions offering for businesses of all sizes.

Engage delivers superior, fully integrated technology solutions.  

Engage’s client satisfaction ratings are among the highest in the industry.

a:  4000 Hollywood Boulevard, Suite 400-N, Hollywood, FL 33021

p: 714.393.2297

e: adewar@engagepeo.com

 Elisabeth Mack, RN, BSN, BA, MBA founded Holistic Caring in 2015 to bridge the gap between conventional and cannabis medicine through education, guidance, and personalized care for patients with product choices, dosages, interactions, and timing. 

She saw firsthand how incredibly effective cannabinoids were personally and had to help others find healing. 

Elisabeth is a provider for the California Board of Registered Nursing and authored a curriculum that approaches cannabis through holistic and functional medicine.  She is now training the entire audience of healthcare to become Cannabis Health Coaches, because around the world people are using cannabis as medicine which benefits from professional help. Her training programs prepare coaches for success in patient consultations, teaching industry staff, or leading workshops. There’s even a toolkit of forms and resources for daily practice, giving presentations, and influencing stakeholders. 

Elisabeth earned an MBA in Healthcare Administration, a Bachelor of Science in Nursing, and a Bachelor of Arts in psychology. Her corporate career included Sales Manager for the County of San Diego for Anthem Blue Cross. She is a member of the Society of Cannabis Clinicians and serves on the Boards of the American Cannabis Nurses Association, Los Angeles NORML, and the California Cannabis Chamber of Commerce.

a:  9455 Clubhouse Blvd., Desert Hot Springs, CA 92240 

p: 619.370.3049

e:  elisabeth@holisticcaring.com 

Phil Calhoun - President & CEO

 After 25 years of building an agency to help clients find the best coverage within their budget, my focus recently is on building a team of local independent health brokers and instilling a passion in each employee to be a healthcare advocate to help people in Southern California get the most out of their health insurance.  

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780 

o: 714.664.0311

c: 714.612.0306

e: phil@integrity-advisors.com  

Carmen Ponce - Vice President of Client Services 

Carmen specializes in Employer Small Group Health Coverages. Carmen has made it her life‘s mission to help people and make sure that they get the appropriate care that they need. Carmen treats each of our clients as if they were part of our own family.  

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780 

o: 714.380.3996

e: carmen@integrity-advisors.com

David Ethington - Vice President Medicare Division 

 David is a proud member of the Integrity Advisors Team for 10+ years. Through my own experiences utilizing my own health insurance benefits, I’ve come to realize that many of us need assistance navigating many aspects of healthcare.
Our goal here at Integrity Advisors is to ensure that our clients have a partner as they navigate their healthcare needs.  

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780 

o: 714.664.0605

e: david@integrity-advisors.com

Jennifer Turner - Executive Director of Training 

 I After 23 years in education, I help the new brokers learn how to do insurance right by taking the client’s budget in mind as they find the best coverage for their needs. I am a Local Independent Health Insurance Broker and I advocate for my clients daily.  

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780 

o: 714.345.9097

e: jennifer@integrity-advisors.com

 Maleigha Ponce - Small Group and Individual Broker 

I was born in Santa Ana and grew up in Orange County. I got my bachelors from Cal State Long Beach and am licensed in California to offer insurance services. I love to help people find the plan that is right for their needs. 

I understand that for many people, health insurance is a very daunting subject. Not only can it be difficult to understand, but sometimes it feels like when you call your insurance company, you get passed around and put on hold until you give up out of frustration. I make everything easier for my clients.   My friendly face combined with my knowledge of insurance products is something you can rely on when you need an answer!

a: 14771 Plaza Dr., Suite C, Tustin, CA 92780 

o: 714.315.3148

e: maleigha@integrity-advisors.com

Peter Joseph is a licensed Medicare and Healthcare Broker with over six years of experience in the insurance industry. Peter was chosen as one of 50 under 50 for NYC Journal in 2023.  

His specialization in Medicare and healthcare has helped numerous seniors navigate their healthcare needs and process. With over 22 years of experience in the non-profit sector, Peter’s is revolutionizing the Medicare and healthcare industry by providing personalized and comprehensive services to his clients. With a deep understanding of the complex healthcare system, Peter helps seniors navigate their Medicare options, ensuring that they receive the coverage that best suits their needs.

His trustworthiness and dedication have not gone unnoticed. In 2021, Peter was rated among the top health insurance brokers in Pomona and Chino, CA. 

Additionally, in 2022, he was awarded as one of the top health insurance brokers in Chino Hills, CA.

As a broker, Peter provides free consultations to all his clients and is available as a resource to friends and family members who are 64 years old or older. He also helps those under 65 years old with COVERED CA/ACA, life insurance and long-term care in other states and assists small businesses in setting up group health insurance benefits.

One of the most significant complaints from prospects/clients is the inability to reach their agent after the plan has been sold. However, this is not the case with Peter, as his clients can attest that he is always available and a trusted agent.  His expertise and commitment to his clients have earned him a reputation as one of the top health insurance brokers in Southern CA. 

Moreover, Peter is breaking down barriers and making healthcare more accessible by helping small businesses set up group health insurance benefits. This is especially important in today’s world, where healthcare costs are skyrocketing, and many small businesses cannot afford to provide comprehensive health benefits to their employees.

Peter’s passion for serving his clients extends beyond his professional work. He was featured, alongside his family, in the local magazine “Neighbors of West Chino Hills” in February 2020 for the impact he has had on his community through his business.

In addition to his work, Peter is an ambassador for Chino Valley Chamber of Commerce, a position he has held since February 2019. In January 2022, he became a Director Consultant with BNI, highlighting his dedication to his industry.

Peter’s impact is not limited to California, as he is licensed in 35 states. With his expertise in Medicare and healthcare, Peter ensures that his clients secure their future.  While he has numerous goals to achieve, he thrives on a single idea which he quotes in such a way – “I have a servant’s heart and I pride myself on helping my clients build trust in me by being fully there for them. I’m successful because my mentor Traci Roncal said to trust the process! “

Products and Services offered

Medicare, Medicare Supplements, Life Insurance, Long Term Care, Property/Casualty for Personal and Commercial, and Annuities.  Licensed in 36 states including CA.

a: 13659 Soper Ave, Chino, CA 91710 

o: 714.473.8086 

o: 888.985.6577

e:    peter@josephinsurancebroker.com  

Susan Lucas is a licensed insurance advisor, specializing in Medicare benefits.  Having grown up in a multi-generational home, with parents working and care-taking full-time, I became very aware of the struggles our population has, especially as they age. 

Medicare can be very confusing and there are changes annually.  My first goal is to provide education to people who are becoming eligible for Medicare and current beneficiaries, so they understand their options.  Next, we will discuss your current health, doctors and prescription medications to find the right plan(s) for your healthcare needs and budget.  It is important to remember that each of us has different needs and there is not one plan that works for everyone. 

I offer complimentary seminars and individual client sessions to help current beneficiaries and those who are retiring or turning 65 understand their health care options.  As part of my service to my clients, I offer doctor and medical network research, and prescription medication research to find the right plan(s) for each client.  I navigate the plans available in your area to help guide you to a decision that will meet your healthcare needs and assist in completing the application process. 

“Relieving the Stress and Confusion of Medicare Enrollment.”. 

a:  301 Georgia St, Ste 355A, Vallejo, CA 94590  

c: 626.6544.4790

o: 888.985.6577

e:  susanlucas@myinsurancesolutionsinc.com  

Terry Sheehan is a Life Insurance Agent for 10 years (CA license 0H71684) Graduated from Pasadena City College and Cal State Los Angeles (business major). Honorable discharge from U.S. Air Force (Vietnam era). Been in sales for over 25 years total. Started my business about 1 year ago. Enjoy helping people!

Products and Services offered

Specializing in Medicare. Do Covered California and off the exchange depending on a person's need. Do dental, vision, and hearing; Cancer insurance; Healthcare for businesses as well as Workman's compensation. 

For Medicare: Medicare Advantage; Medicare supplement; standalone Prescription drug plans. 

Licensed in WA, OR, NV, AZ, TX, UT, and Maine. Multiple carriers.

Medicare: 443.464.1831

c: 626.6544.4790

o: 888.966.5355

e: terry@mrterry4health.com

Linkedin:  Terry Sheehan 

Jami Mcnees - President

Jami McNees is a multifaceted individual whose life journey has been marked by resilience, compassion, and a dedication to improving healthcare accessibility. As a seasoned health insurance broker, Jami brings expertise and empathy to her clients, guiding them through the complex landscape of healthcare coverage with care and understanding.

However, Jami's connection to the healthcare world runs deeper than her professional role. Having battled and triumphed over cancer, she intimately understands the challenges individuals face when navigating healthcare systems during times of illness. Her personal experience fuels her advocacy work, as she tirelessly champions for improved access to care for all individuals, regardless of their health status or financial means.

Products/Services: 

IFP (Direct and via Covered California)

Employer Small Group

Medicare

Video:

Social Media:

Linkedin

p: 951.265.2784

e: jami@thehealthinsurancelady.com

Crystal Medina Owner/Agent

My name is Crystal Medina. I've been in the healthcare industry for almost 7 years now. I strive to help my clients fully understand their benefits and teach them how to utilize them. 

Providing excellent customer service and loving what I do sets me apart!

I am licensed in California, Texas, Arizona, Nevada, Florida and Iowa. I also speak fluent Spanish.

I'd be honored to help you or your loved ones find a plan best suited to their needs.

Products/Services: 

Medicare Advantage plans

Medicare Supplements

Prescription Plans

Social Media:

Facebook

Instagram

Linkedin

a: 1201 Fairhaven Ave #20M, Santa Ana, Ca 92705 

p: 714.417.0968

e: transparentinsuranceservices@gmail.com

Hasina Anderson 

Partner | VP

Employee Benefits Consultant

Hasina Anderson is the Partner | Vice President, Employee Benefits Consultant at USI who is passionate about helping employers understand and effectively manage their employee benefits program. Clients appreciate her attention to detail and thoughtful conversations how to leverage employee benefits to help enhance culture in the workplace starting from wellness, employee engagement, diversity, equity, inclusion & belonging (DEIB) as well as financial wellness. 

Hasina works with mid-size employer groups nationwide in the engineering, manufacturing, professional, healthcare and life bioscience industries. Hasina leads a team of highly experienced professionals that serve the needs of various clientele in the Employee Benefits realm.  She has executive oversight of her accounts and is responsible for directing resources, leading strategic and financial planning, and renewal negotiations. 

With a background in human resources, workers compensation managed care and allied healthcare for the past 15 years, Hasina is in a unique position to co-create with workplace thought leaders and approach employee benefits holistically as an extension of their HR, People and Finance team. 

Products/Services: 

USI’s employee benefit practice offers a broad and deep set of measurable employee benefit solutions that help our clients use their employee benefit offerings to attract talent and improve retention while maintaining an efficient and affordable cost structure. Solutions include: 

• Insurance Underwriting and Analytics

• HR Services

• Population Health and Wellness

• ERISA (Compliance/Health Care Reform) Advising

• Healthcare Cost Management

• Pharmacy Benefit Consulting

• Ancillary Benefit Consulting

Experience the USI ONE Advantage and learn how our employee benefits practice offers highly specialized solutions and services to drive better value for your benefit spend. To learn more about USI, our capabilities, and our resources, please contact me at hasina.anderson@usi.com.

Social Media:

Linkedin

a: 575 Market Street, Ste 3750, San Francisco, CA 94105

p: 510.414.1575

e: hasina.anderson@usi.com