Holistic Employee Benefits
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    • Home
    • Menu
      • Our Services
      • Why Supplemental
      • Benefits Save Companies
      • Comprehensive Solutions
      • Free Living Trust
      • Financial Education
      • Why Medical HRA
      • Life Insurance Quote
      • Educational PodCasts
      • Maya the HR Hero
      • Educational Blog
    • About Us
      • Meeting
      • Insights
      • Contact us
Holistic Employee Benefits
  • Home
  • Menu
    • Our Services
    • Why Supplemental
    • Benefits Save Companies
    • Comprehensive Solutions
    • Free Living Trust
    • Financial Education
    • Why Medical HRA
    • Life Insurance Quote
    • Educational PodCasts
    • Maya the HR Hero
    • Educational Blog
  • About Us
    • Meeting
    • Insights
    • Contact us

Your Business Name

Employee Benefit Page

Your well-being is our priority, and we are committed to providing comprehensive, flexible benefits that meet your needs and ensure financial security. By continually reviewing and enhancing our benefit offerings, we aim to support your health, happiness, and success at every step.   Robert

   Got questions about your benefits?
Book a quick 15-minute appointment with us! 

Schedule here
Medical Cholices

Choice California

Choice California

Choice California

 PLAN COMPARISON TOOL

Medical Application & Waiver Fillable PDF

Health Card on your Phone


PDF Application
IQ code for benefits

Assurity Benefits

Choice California

Choice California

Ancillary Benefit Sample


 Discover how the benefits integrate seamlessly. 


Link to Enroll

Life Insurance & Dental

Life Insurance & Dental

Life Insurance & Dental

Dental & Vision are voluntary options.

Dental & Vision

Employer-provided life insurance is essential for safeguarding your family’s financial future, while dental coverage helps maintain oral health. 

Together, these benefits offer comprehensive protection for your health and your loved ones’ well-being.

Beam website

Pet Insurance

Life Insurance & Dental

Life Insurance & Dental

 Your Business Name offers employees the

Total Pet Plan

Download Form Here

&

Wishbone Insurance

 Insurance offers coverage for accidents, illnesses, and routine care with a $250 deductible, giving you peace of mind and protecting your pet’s health without worrying about high veterinary costs. 


More information on programs

Information on both programs

A variety of medical provider options customized to fit your benefits

A variety of medical provider options customized to fit your benefits

A variety of medical provider options customized to fit your benefits

 IMPORTANT 

You can choose from a broad network of medical and dental providers to find the care that best suits your needs and preferences. 


Link to Providers

How to optimize your benefits by combining them effectively

A variety of medical provider options customized to fit your benefits

A variety of medical provider options customized to fit your benefits


Employee Podcasts page offers engaging monthly educational podcasts designed to help employees better understand and maximize their benefits.

Employee Training

Flexible Spending Account (FSA)

Health Payment Account (HPA) empowers people

Health Payment Account (HPA) empowers people

A Flexible Spending Account (FSA) and a Health Savings Account (HSA) are both powerful tools that can help you manage your healthcare expenses, but they operate in slightly different ways.


More Information

Health Payment Account (HPA) empowers people

Health Payment Account (HPA) empowers people

Health Payment Account (HPA) empowers people

 

Empowers individuals to manage and pay for healthcare expenses with tax-advantaged funds, offering greater flexibility and control over their health spending. 


More information

Free Family Living Trust

Understanding Family Living Trusts

Understanding Family Living Trusts

If you or your parents own a home, establishing a family trust can help you save over $40,000* in probate fees. 

More Information

Understanding Family Living Trusts

Understanding Family Living Trusts

Understanding Family Living Trusts

A living trust is a legal tool that allows individuals to manage and transfer their assets while avoiding probate.


15 Min Appointment

Free Financial Education

Understanding Family Living Trusts

Free Financial Education

With these resources, you can prepare to make informed financial decisions wherever you are on your financial journey.

Financial Information

Payroll Deductions Calculator

Payroll Deductions Calculator

Payroll Deductions Calculator

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Estimate Your Deduction

Payroll Deductions Calculator

Payroll Deductions Calculator

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Upload Documents

Payroll Deductions Calculator

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Administration Page

World Discount Tickets

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Copyright © 2023 Holistic Employee Benefits (HEB)

a division of clearpoint financial group- All Rights Reserved. LICENSE #0770042


California Insurance Disclosure-Privacy
This website is not an offer for insurance but is intended to gauge interest in employee coverage options. All benefits are subject to California state regulations, and coverage details, eligibility, and premiums may vary. For more information, please refer to your plan documents or consult a licensed insurance professional.

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