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 About Us 
 
Yu Benefits & Insurance Services was established in 1994 and has provided Employee Benefits Consultation to our clientele creating competitive benefit designs, benefit implementation, and high quality clientele service.   We partner with the industry's very best providers that allows our clientele the very best in products and services with competitive pricing.
 
Our Firm's Mission is to be a preeminent provider of service to our Customer.  Our service begins when we are referred to you.  Our service provides consultative services to:
 
  • Management - Providing High Quality Benefit Planning alternatives and Pricing options 
  • HR Support - Providing cutting edge Benefit Plan Designs, Claims Service, Labor Consultation, HR Support & Online HR Services 
  • Executives - Executive Consultation & Worksite Workshops Overiewing Benefits & Benefit Opportunities 
  • Employees - Enrollment & Worksite Employee Workshops Overviewing Benefits & Benefit Opportunities
  • 401(k) Plan Consulting and Implementation of Plans and Investments including Transition Planning for Employees
  • Transition Planning, we offer consultations to employees leaving your company explaining how to continue coverage under COBRA, converting or continuing life insurance and rolling over 401(k) assets to IRAs
We take pride in our Client Retention.  We maintain a high rate of retention of our clientele.  This is accomplished by our "Second-to-None" service orientation.
 
We are licensed in the following areas:

California:
Department of Insurance License OB28106
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