About Us

Who We Are

We are Southern California’s premier benefits advisors!

Our insurance professionals are experts in providing market analysis and specialize in developing health plan solutions for businesses, families, or individuals.

We partner with the top insurers and providers in California which allows us to deliver our customers the very best medical, dental, vision, life, disability, and supplemental insurance products available. We work with the markets leading 401k and retirement programs also.

Our Mission

To provide business owners, families, and individuals with insurance solutions that meet their needs and fit their budgets.

Our Vision

To provide our customers the products and tools they need to make their insurance buying experience simple and easy.

What makes Us Unique

Experience

Our staff has over 15 years of experience working as independent agents, carrier representatives, and general agents in the Individual and Group Insurance Markets.

Relationships

Our partnership with the top insurance providers in California allow us to deliver the very best insurance products available in the market.

Tools & Resources

Our HR & Benefits administration programs help make the process of implementing a company health plan easy, while saving our customers time and money.

Customer Service

Our primary goal is to ensure that our clients have the best possible experience in dealing with our team, our carrier partners, and with the products that they purchase.

Our Leadership Team

Management

Aleece Stallo Office Administrator

Aleece has over 20 years of experience working in the health care industry, primarily as a medical practice manager for one of the most respected Internal Medicine practices in San Diego county. Her extensive knowledge of patient care, personal health records, claims management, and billing give us the ability to provide our customers with the highest levels of customer service and professional advice.
Jon Stallo Sales Director

Jon is a veteran of the CA group and individual insurance markets, having spent the past 15 years working as an account executive, an outside sales representative, and as a General Agent. As a benefits advisor, he specializes in helping business owners and individuals develop the very best insurance solutions for their companies and families.

Jon is dedicated to addressing your needs throughout the sales and service process. His strong carrier and General Agent relationships allow him to deliver exceptional customer care and support services…a winning combination for everyone!

Management

Aleece Stallo Office Administrator

Aleece has over 20 years of experience working in the health care industry, primarily as a medical practice manager for one of the most respected Internal Medicine practices in San Diego county. Her extensive knowledge of patient care, personal health records, claims management, and billing give us the ability to provide our customers with the highest levels of customer service and professional advice.
Jon Stallo Sales Director

Jon is a veteran of the CA group and individual insurance markets, having spent the past 15 years working as an account executive, an outside sales representative, and as a General Agent. As a benefits advisor, he specializes in helping business owners and individuals develop the very best insurance solutions for their companies and families.

Jon is dedicated to addressing your needs throughout the sales and service process. His strong carrier and General Agent relationships allow him to deliver exceptional customer care and support services…a winning combination for everyone!