L/B/W's "Partnership" program, is for us, "one stop shopping".

- Richard Tashman, President,
Stan Tashman & Assoc

.

 

I feel that L/B/W is there when we need them and I highly recommend your services. It is wonderful to be able to just pick-up the telephone and get my questions answered immediately.

- Ruth M. Noriega,
HR Manager,
Punch Press Products.

 

 

I have worked with many Insurance brokers over the years……but seldom are my expectations met. I highly recommend L/B/W Insurance and Financial Services, Inc.

-Alan Holderness, Controller,
Larsen Supply Company

 

 

Thank you once again and more power to you and L/B/W Insurance. I look forward to future transactions with you and your firm.

-Cira A. Lim,
President,
La Corona U.S.A., Inc.

 

 

The evidence of dedication to superior service year after year is the reason why I stay.

-Todd Scott
Western Telematic, Inc.

Our Partnership program was created on the basis of providing value added services to our clients. This program is geared to the 50-500-employee group company and in most cases these services can be offered at no additional cost.

The program provides outsourcing services in the areas of Cal/OHSA, Safety, Legal Compliance and Human Resources.

Our team of consultants is always on hand to assist our clients throughout the year with compliance issues in the above-mentioned areas. The end result is a substantial savings of time and money for our clients.

 

Human Resources

• Cobra Compliance (Internet Program available)
• Employee Handbook (English & Spanish)
• Human Resources / Personnel Audit
• Human Resources Consultation
• Sexual Harassment Training
• Violence in the workplace Training
• Unlimited Telephone Consultation
   

Employee Benefits

• Employee Benefits
• Medical Insurance Program
   - Life Insurance Programs
   - Dental & Vision Plans
   - Disability/Short Term & Long Term Plans
   - Long Term Care/Short Term Care
• Voluntary Benefits
• Voluntary Supplemental Group Plans
• Section 125 Cafeteria Plans
• Regulatory Compliance Updating
• Custom Health Fair Day
• Custom Enrollment Meetings
• Toll Free Number For Employees
• COBRA Services
   

Safety Management
& Loss Control Services

• Cal/OSHA Safety Inspection
• Injury / Illness Prevention Program
• Safety / Supervisory Training
• Written Safety Program
• Risk Management
• Driver Pull Program
• Unlimited Telephone Consultation
• Assistance with Safety Meeting
• Equipment Certifications
   

Workers' Compensation

• Claims Administration
• Claims Tracking
• Ex-Mod Calculation
• Ex-Mod Statistical Audit
• WCIRB Worksheet
• Fraudulent and/or Questionable Claims Inquiry Assistance
• Year-End Final Audit Review
• Classification Verification
   

Financial Services

• 401(K) & TSA Plans
• Qualified Plan Administration
• Qualified Plan Investment Policy Statements
• Salary Continuation
• Deferred Compensation Packages
• Key Person Life Insurance
• Disability Income for Business & Personal Use
• Buy/Sell Agreement
• Estate Planning
• 529 Plans
• Third Party Administrative Assistance
   

Investment Advisory Services

• Business & Personal Financial Planning
• Personal Investment Policy Statement
• Professional Managed Portfolios
• Mutual Funds
• Stocks & Bonds
• Fixed & Variable Annuities

Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA-SPIC. L/B/W and CAI are independent non-affiliated entities.