John Morales
Financial Advisor at Secure Income Management
Based in Redlands, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Redlands
Industry
Financial Services
Company size
47
Contact information
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j•••••••@secureincomemanagement.com
Phone
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Background
About John Morales
For many, the scope of Employee Benefits can be daunting, confusing and a hassle. As an Employee Benefits professional of Patriot Risk and Insurance Services Inc. I have made it my primary focus to assist Employers to help them manage and administer their company’s benefits with providing service focusing on. PEO options• Legal Compliance – 5500 Filings and ERISA Group Documents, etc.• Communications to Employees• Cost Containment• AdministrationAs a service team with approximately 35 years of experience, we work diligently with employers in many facets in order to help promote employee understanding and appreciation, while minimizing exposure liability in order to improve the overall bottom line.We believe in creating a partnership and becoming a trusted advisor to provide value added services such as:Benefits Communication: Medical Insurance Dental Insurance Vision Insurance Life & AD & D Insurance Disability Insurance Voluntary Benefits 401(k) & 403(b) Retirement Plans Wellness ProgramsEnrollment Coordination: On-Site Meetings Online EnrollmentEmployee Benefits Ongoing Service
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