Group Benefits

Supporting your team. Strengthening your business.

A strong group benefits plan helps you attract, retain, and support great people.

It also shows your employees that their health and well-being matter.

We help businesses design and manage group benefits plans that are practical, competitive, and easy to understand.

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The Big Picture

Why Group Benefits Matter

Offering group benefits is more than a perk. It is a smart business decision.

A well-designed plan can help you:

Attract and keep top talent

Support employee health and wellness

Improve morale and productivity

Control and manage long-term costs

Whether you already have a plan or are starting from scratch, we help you build one that fits your business.

Custom Group Plans

We help clients---new and old---get tailored solutions for maximum benefit

For Existing Clients

If you already have a group benefits plan, regular reviews are important.

Employee needs change. Costs change. Coverage options improve.

We review your current plan to:

- Identify gaps or overlaps in coverage

- Find cost-saving opportunities

- Ensure your plan stays competitive

- Align benefits with your business goals

Our goal is to help you get the most value from your plan—without unnecessary complexity.

For New Business Clients

If you are setting up a group benefits plan for the first time, we guide you every step of the way.

We help you:

- Understand your options

- Choose coverage that fits your budget

- Build a plan that grows with your business

A strong benefits plan makes it easier to hire, retain, and support your team from day one.

The Whole Package

What a Group Benefits Plan Can Include

Plans can be customized to your needs and may include:

Extended health care

Dental coverage

Vision care

Mental health support

Disability coverage

Group retirement or savings options

We help you choose the right mix—nothing more, nothing less.

What People Say

Clients' Voices

Testimonials from our satisfied clients.

Catherine Li

"Katrina is the best insurance advisor I have ever hoped for! She is professional, upfront with everything, and always looking out for us. She has always responded quickly to all my questions and concerns. When I've had life changes..."

Denise Lim

"...Overall, I highly recommend Katrina to anyone in need of life, critical illness, disability insurance. She is professional, attentive, and truly cares about her clients. With her expert advice and great attention to detail, you can be assured that you are in good hands and make the right decision that fits your needs and budget."

"I couldn't be happier with Katrina and what she has set my family up for... Katrina was extremely knowledgeable and she provided us a range of options that best suited our situation. I feel safe knowing that if anything were to happen that my family is protected. I highly recommend Katrina and will continue to recommend her to my friends and family."