Keith Spear, CRTP

Licensed Insurance Broker

CA Insurance License No. 0H58594
CTEC ID A289717

https://www.linkedin.com/in/spearkeith/

VISION:
To be a world-class leader, revolutionizing our industry and our client's experience.

MISSION:
We create peace of mind by passionately delivering exceptional employee benefits and risk management solutions:
  • Acting with integrity and respect.
  • Providing world-class resources with local touch.
  • Serving our clients, colleagues, carriers, and communities.
VALUES:
Integrity, Innovation, Collaboration, Transparency, and Accountability
WHAT WE DO
We'll help customize your group health plan, with solutions that:
  • Provide online enrollment, PTO tracking, ACA reporting
  • Offers a choice of popular insurance carriers
  • Help attract, retain and decrease employee turnover
  • Support employee morale and productivity
VALUE ADDED SERVICES
Our services are included and efficient, we can help:
  • Regularly review your Group Health Plan cost of effectiveness
  • Transition employees and retirees to a Medicare Health Plan
  • Provide free income tax preparation for your employees
  • Plan frequent Lunch & Learn sessions for employees