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FOCUS AND EXPERTISE
Living Benefits, Inc. is a privately held, women-owned business that has been providing employee benefit solutions to a diverse range of success-oriented companies for more than 20 years. Our staff of investment and insurance professionals specialize in designing, underwriting, negotiating, implementing, monitoring and managing strategic employee benefit programs.
Living Benefits, Inc. is a results-driven financial services firm that operates as a direct extension of a human resources department to help increase the overall effectiveness and efficiency of the employee benefits program. Our fee-only compensation structure helps achieve supplier diversity objectives.
We take an objective, all-inclusive approach to develop a personalized compensation solution tailored to meet your company’s unique objectives, budget, composition and culture. We take pride in our uncompromised integrity and ability to provide superior client service and seamless operations. As your dedicated partner, you can count on us to listen to your objectives, clarify your needs and proactively seek and analyze the highest level of information to provide the most viable solution to meet your goals.
VALUE PROPOSITION
Review current employee benefits program and implementation process to increase efficiency and reduce cost.
HSA/FSA/HRA combination to reduce spending and promote self-directed healthcare.
Regulatory, legislative and health care reform updates.
Education, wellness programs and health fairs.
Benefits management executed annually, on budget and within scope.
Human resource partner for administration and ongoing monitoring of plan.
CORE COMPETENCIES CORPORATE INDUSTRY EXPERIENCE**
Company RetirementPlans
401(k) and 403 (b) Plans
Simple and SEP IRA Plans
Traditional, Integrated,Age-Weighted ProfitSharing Plans
Money Purchase Pension Plans
Defined Benefit Plans
Non-Qualified Private Pension Plans
Group Medical andGroup Dental
Prescription Drug
Group Life/AD&D
Group Short/Long-TermDisability
Group Vision
Cafeteria/125 Plans
Voluntary Benefits
Medical
Technology and Software
Government SecuritySoftware
Construction
Transportation
Consumer and Retail
Defense Electronics andConsulting
**Company reference upon written request.
Year Established: 2004
Cage Code: 6THP5
SBE #: 1755841
Primary NAICS Codes: 524210, 523930, 523991, 523999
UNSPSC Codes: 84000000, 84130000, 84121700, 84131600
SIC Codes: 6411, 6211, 6282, 6311, 6371
Registrations, Licenses & Certifications:* Investment Advisor Representative (S65),General Securities Representative (S7) General Securities Principal (S24) and Investment Company and Variable Contracts Product Representative(S6 & S63). Accident, Health, Life, Property & Casualty Broker (#0B15790). Insurance Licensed in CA (#0B15790), WA (#229286), NV (#34603), and Oregon (#686468).Certified Women’s Business Enterprise National Council(WBE #2005121850) and Women Owned Small Business Program (WOSB #W100145).Contact Inf ormation:Living Benefits, Inc. 1319 Stratford Court Del Mar, CA 92014 Tel: 858.350.7539 Fax: 858.350.9867 www.livingbenefitsinc.com
Decision Makers:
Roberta Raasveld, Psy.D President [email protected] Tel: 858.350.7539 x11 Cell: 858-945-5879
Robert Raasveld VP, Advisor Services [email protected] Tel: 858-350-7539 x13 Cell: 702.327.6205
Cherish FrenchHR, Employee Benefits Specialist [email protected]: 858.350.7539 x12 Cell: 619.500.4932Sandra Beeghley Public Relations [email protected] Tel: 858.350.7539 x10 Cell: 858.245.7822
* The registrations and licensures referenced are designated to Roberta Raasveld. The certifications are designated to Living Benefits, Inc. Robert Raasveld holds a registered investment advisor (S66), General Securities Representative (S7) and Investment Company and Variable Contracts Product Representative (S6 & S63), and Health & Life, #44875. Securities and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. Insurance and benefit plan administration services offered through Living Benefits, Inc., which is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Kathy Bobbera and Sandra Beeghley are not registered through SagePoint Financial. There can be no assurance that working with a firm accredited with WBENC will provide or achieve better results than working with a firm not accredited with this entity. Companies that participate in this program pay a fee to register for this certification. The Women’s Business Enterprise is not affiliated, endorsed or sponsored by SagePoint Financial, Inc.
Corporation Type: S-Corp
DUNS #: 010386325
