Strategic Planning:

Wallis Employee Benefits helps you develop and establish a benefit package that will work towards addressing your company's current goals and budget.

As your company evolves, we proactively recommend new services that will keep your benefit offerings comparable to that of your peers.

We make a commitment to keep you on the cutting edge of employee benefits by informing you of changes in the employee benefit marketplace and introducing you to new products and services that can improve your existing benefit program.

Service Model

Developing Your Benefit Package

  • Start with detailed initial fact-finding
  • Work within your budget
  • Stay competitive with companies in your industry
  • Focus on employee choice & satisfaction

Plan Establishment & Enrollment Services

  • Setup Online Enrollment Portal
  • Conduct Open Enrollment Meetings & Benefit Fairs
  • Meet with individual employees to answer personal questions
  • Monitor paperwork flow & underwriting process

Plan Maintenance

  • Online access to plan summaries
  • Support in getting claims resolved
  • Annual Benefits Review


IMPORTANT CONSUMER INFORMATION:

The LPL Financial registered representative associated with this site may be only discussed and/or transact securities business with residents of the following states: California.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Wallis Employee Benefits and LPL Financial are separate entities.

Gena Wallis CA Insurance License# 0C62732


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