If you go to battle with the competition everyday, the way we do, then you want the best tools and information available to help you succeed. Stop playing defense and allow us to show you how Matles will help you gain a leg-up on the competition.

We advise on:

Retirement and Investments Working Today to Plan for Tomorrow.

Benefits (Group and Individual):

• Medical - The most innovative in the industry.
  
• Dental
  
• Life
  
• Disability
  
• Long Term Care - May be more affordable than you think!
  
• Voluntary Supplemental Products - A value add for every business.
  

Commercial Insurance All Lines with a Fresh Approach.

1. Proactive Contact: We Help our clients meet the complex responsibilities of being a plan sponsor and fiduciary with a formal investment policy statement and clear investment monitoring strategies.
   
2. Legislative Updates: Get Compliant and Stay Compliant.
   
3. Employee Education: There's a good chance we've already met with your employees regarding the medical insurance, so providing the 401(k) guidance, support and advice is a natural fit. Save time, money, aggravation and confusion by having a high quality team of professionals keep your employees on track for a terrific retirement. Best of all, your employees are already familiar with us.
   

PLAN SPONSORS, PLEASE ASK YOURSELVES:

• What educational themes have you provided your employees during this volatile market?
  
• Were you able to save money in your retirement plan last year? Want to save more?
  
• What process do you use to evaluate the investments in your plan?
  
• When was the last time you evaluated the fees and services of your plan?
  

IF THE ANSWERS DON'T IMPRESS YOU, CALL US, 714- 734-9700, AND GIVE US A SHOT!

Our company provides an innovative approach to helping your employees, their families and your bottom line.

That's right, your company's bottom line!

Profit isn't a bad word. It's what keeps the doors open, it sends your employees' children to college and will someday help fund your sunset years. Profit can be a result of efficiency.

• Do you have the most efficient health plan available for your size company?
  
• Are your employees appreciative that you haven't needed to raise their co-pays, deductibles or limit their provider network?
  
• How happy are you with the savings your new & improved health plan has contributed to the bottom line?
  

Maybe better health coverage for less money isn't important to you. That's okay. We aren't for everyone. However, if you're intrigued, consider that what we potentially do with health plans is only the beginning.

SOUND TOO GOOD TO BE TRUE? CHALLENGE US.

Not sure this is for you? Start with checking to see if you qualify.

WORKERS’ COMPENSATION

A necessary evil. Rates have been tolerable for the greater part of a decade but have your premiums been as efficient as they could have been?

Efficient?

Of course they have been because the insurance company auditor has been out every year to make sure they have been. Really?

When's the last time you double checked the auditor?

• Some employers are happy with a refund and never care to double check the audit to ensure they weren't due more.
  
• Some employers wouldn't know where to start if it did occur to them to double check.

Having access to competitive insurance companies for your industry is a given in today's marketplace. What you need is a partner that's going to plug all leaks you don't even know you have.

Here’s the real question: Is your current broker a true partner in your business or simply a sales clerk. Let us show you how we can be an integral part of your employee benefits.

LIABILITY

We provide access to all lines of coverage from Package policies through Professional policies and Employment Practices to Account Receivables coverage. Allow one agency to analyze all your risks in order to provide you comprehensive and affordable coverage for your business.

PROPERTY

Whether you need to insure your building, its contents or your business revenue, we have access to the most competitive carriers available.

We're happy to show you how competitive we can be.