Jordan Shields Insurance

Thirty years experience in employee benefits, starting as a broker's assistant and developing, one by one, a large clientele primarily composed of small businesses. Through his involvement in an array of professional arrangements, Jordan has long been able to immerse himself in the issues facing his clients. He is past state political director for CAHU, co chairman of the Association of Health Insurance Agents ( Cailfornia ), board member of the California Broker Coalition, and has served on several carrier sponsored agent Advisory Councils. Bob has been in the benefits business almost since benefits began 50 years. Instrumental in the launch of the legendary Mendocino School District Plan, the formation of Health Plan of the Redwoods, and as a consultant to the State of California for Medi-Cal in the mid-sixties, Bob has a well deserved reputation as not only a keen analyst, but an insightful one, drawing on his many years of experience to help clients develop programs most appropriate for their needs. Thirty years in employee benefits and financial planning, Keith began with his family's agency which provided mutli line insurance. He has his CEBS, CLU and ChFC degrees and has written several compliance manuals on COBRA administration. Keith works often in the field of medical professionals, has extensive experience in self funding, and is one of the co founders of Enwisen, a web based information tool that has been very popular for many years. With fifty years in property casualty insurance, we're among the largest family owned insurance firms in Northern California. Most of our staff have been with us for 10 years or more. Many smaller agencies just can't deliver that strength. But numbers are only part of the story. A team of financial professionals dedicated to helping our clients meet their financial goals. Our members offer a breadth of services that include financial planning, investment management, estate planning, business succession planning, insurance, and qualified retirement plans. Admitted to the California Bar and with practical experience both in the fields of insurance and Human Resources, Ann provides additional support to Jordan for technical issues. Our staff provides tech and accounting support in our agency and works on our leading accounts for employee assistance, renewals, plan reviews, installation, amendments and coordinating the various services we provide directly or the service coordinators we use to meet other needs. A broker or consultant should be the human face to insurance, and we face up to this responsibility on a daily basis. Our clients appreciate our responsiveness and availability. We have more and larger clients, of course, but our core experience in the small group area is creates greater value for our agency and thus for your employees. We compete against the companies we utilize, providing COBRA and Flex Plan administration for many small employers. We've written and updated manuals on the same legal areas we charge these vendors with servicing. Therefore, we are a qualified auditor and evaluator for those we recommend. This can't be outsourced. The manuals we write are models based on our experience and incorporation of the changing fundamentals of benefits administration. White papers, analyses of breaking trends, detailed reviews of available programs are provided in a continual stream, culminating in an annual summary ( Jordan's Journal ) that is unusual in its breadth, depth and perspective. We do it because no one else can.