How We Care

For Your Company

For Our Community

For Our Profession

For Your Company

We have what I call “creative, caring, competence.” We get it, we ask the right questions, we care about the right things and we help our clients navigate a difficult system- the insurance process. Our clients know that we are there to help them. We have the expertise to find the right solutions and the concern and follow through to make sure those solutions are implemented properly, both now and in the future.

If the media trusts our advice (see nine dots in the news) and the insurance industry uses us for training on best practices (see how we care for our profession), think of all that we can do to care for your company!

Many of Our Services Are Available at No Additional Fee

For Our Community

One of the benefits of owning a company is having the flexibility and resources to be involved in the community.  As a company we encourage our employees to do the same. All employees are given paid time off to volunteer with non profit organizations of their choosing. Our service to the community does not end when we leave the office.  Our company is pleased to have served in leadership roles with a number of organizations, including:

Special Needs Little League

One of Brad’s favorite activities is coaching a Little League Baseball Team for Special Needs kids.  In June of 2006, The Palo Alto Weekly published a wonderful article about the team . The Weekly’s Jocelyn Dong followed the team all season, and photographer Norbert von der Groeben took thousands of photos to make sure he appropriately captured the spirit of the team. He did indeed. Please see for yourself.

Special Needs Little League Article

For Our Profession

Brad Elman, CLU, CLTC is an internationally recognized speaker and author taking on a variety of leadership roles in financial services professional associations.

  • Three time Divisional Vice President of The Million Dollar Round Table (MDRT)
  • 8 time MDRT Committee Chair
  • 19 year MDRT committee member
  • 7 time MDRT meeting speaker
  • Past President, Silicon Valley Financial Planning Forum
  • Past Program Director NAIFA Silicon Valley
  • Past Awards Committee Chair NAIFA Silicon Valley