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Benefit Plans for Individuals, Business Owners, Executives & Professionals

  • Asset Management provided for portfolios at or above $1,000,000 net investable assets
  • Roth and Traditional IRA`s 
  • Defined Contribution Plans 
  • Defined Benefit Plans 
  • 401K and Profit Sharing plans 
  • Deferred Compensation 
  • Executive Bonus 
  • Estate Planning Strategies 
  • Split Dollar 
  • Low-cost Term Life; 10-15-20-30 year level (Compare Term rates-Apply on the Internet). No more lengthy application forms and missing information. Apply via partnership with Justerm. Fast, Safe and Secure. 
  • Individual and Family Health, Dental, Vision, Disability Insurances offered.  
  • Business - Buy/Sell Insurance 
  • Key-Person Insurance 
  • Pension/IRA Rollover Plans 
  • Long-term Care Insurance

Role of your Employee Benefits Team-Why choose MoneyMallUSA Corp.?

Products & Services: Employee Benefits 

MoneyMallUSA Corporation specializes in employee benefits packages. Today, competitive salaries and wages are not enough to maintain key employees. Many people now seek attractive benefits packages to help offset increasing medical costs. Despite the increases in health premiums in the last decade, many businesses are finding it cost-effective to offer competitive health coverage rather than repeatedly hiring new employees. The cost of replacing lost employees can be higher than the cost of maintaining a benefits program for your business. 

MoneyMallUSA Corporation can help you find a benefits program that will reduce your cost and maximize your benefits, so that you can invest more time developing your business. Our services include: 

Strategic Planning: 

Meet with employer representative to define and implement the process 
Project future costs of benefits 
Recommend modifications and alternatives to meet employer's objective 

Benefits Communication and Communication Services: 

Develop an agenda for employee meetings 
Provide enrollment information, payroll stuffers, presentations, and other critical employee communications and participate in all benefits-related employee meetings 

Provide enrollment solutions that relieve HR professionals of the common hardship of managing enrollment data from open and ongoing enrollments 
Develop a voluntary benefits strategy that provides customized insurance solutions to each employee 

On-Going Administration: 

Assist employer with claim problems between employees and carriers 
Assist employer in resolving administrative issues and billing discrepancies 
Provide information on legislation affecting benefit plans 

Renewals: 

Obtain renewals from carrier(s) at least 60 days prior to anniversary 
Negotiate alternate plans and carrier renewal with the carrier 
Prepare and present renewal report to client management with recommendations. 

For HOME MORTGAGE, REFINANCE,CONSTRUCTION LOANS, COMMERCIAL LOANS, please call us at 408-836-3858. 

Benefit Plans for Business:

  • Group/Individual:
    • PPO`s, HMO`s, and POS Plans 
  • Dental HMO and PPO Plans 
  • Disability(STD and LTD) 
  • Long-Term Care 
  • Short Term Medical 
  • Partially Self-Funded Medical Plans 
  • Section 125 Cafeteria Plans 
  • Voluntary Payroll Deduction 
  • Business Retirement:
    • Qualified and Non-Qualified Plans 
  • Business Communication 

Investment Products:

  • Mutual Funds* 
  • Section 529 Plans* 
  • SEP-IRA*, IRA*, KEOGH PLAN* 
  • ROTH IRA*, COVERDELL EDUCATION IRA* 
  • DEFINED BENEFIT PLAN* 
  • 401(k)* 
  • Variable Annuities* 
  • Variable Universal Life Insurance* 
  • Variable Survivorship Life Insurance* 
  • Fixed Annuities 
  • Immediate Annuities 
  • Equity Indexed Annuities 

Online Financial Planning Analysis concept:

This online financial planning customer relationship, database management, secure, password protected software service tool allows us to take a comprehensive look at a customer`s financial life, personal goals and life event(s) planning. Additional annual review and plan implementation as well as monitoring is offered alongwith the "remind me" wealth messengers technology. Customers can also access and update or review their financial plan anytime, anywhere, 24/7 on an ongoing basis. This software allows the planner and the customer to define, amend and travel the individually tailored financial roadmap desperately needed for each of our lifetimes. 

Accounting Services:

Bookkeeping, Payroll and General Accounting Services are provided on a referral basis. Service fees are based on Custom proposals depending on each Business` unique needs. 

Residential Loans:

Residential loans, refinance loans are provided via licensed Loan Brokers on a referral basis.

Estate Planning, Trusts, Wills:

Referrals to Estate, Tax and Business Planning Attorneys are provided upon request.