Business Details
Your Trusted Insurance & Retirement Planning Partner
Shane & Associates is an independent consulting firm specializing in healthcare insurance and retirement planning solutions for businesses and individuals. With over 75 years of combined industry experience, our team of consultants simplifies the complexities of healthcare reform and retirement strategy implementation. We prioritize client satisfaction through clear communication, tailored coverage assessments, and a commitment to addressing individual needs.Our approach combines technical expertise with personalized service, ensuring clients receive optimal insurance packages and retirement plans aligned with their specific circumstances. By leveraging advanced tools and wellness programs, we help clients achieve cost savings and navigate complex coverage options with confidence.
Services
Employee Benefits
Retirement Plans
Individual Coverage
Medicare Assistance
Dental Insurance
Vision Insurance
Life Insurance
Personal Lines Insurance
Group Benefits
Business Insurance
Highlights and features
- We combine over 75 years of collective industry experience with personalized consulting approaches
- Our team simplifies complex healthcare reforms and insurance terminology for client understanding
- We guarantee transparent communication and prioritization of client-specific needs
- Specialized expertise in navigating California's unique insurance market landscape
- Proven track record helping diverse clients from small businesses to individual retirees
What people say
Awesome thanks
Greatly appreciated
Helped us out
Different experience
Tangible results
Services
Employee Benefits
We help businesses implement comprehensive benefits packages including health, dental, and retirement plans. Our expertise ensures cost-effective solutions that attract talent while maintaining compliance. We continuously monitor market trends to optimize coverage and reduce premium increases through strategic wellness programs.
Retirement Planning
Our consultants guide individuals and businesses through retirement options including IRAs, 401(k)s, and SEP plans. We analyze personal circumstances to create customized strategies that maximize savings potential while considering tax implications and long-term financial goals.
Medicare Assistance
We specialize in navigating Medicare Part A-D options and supplemental plans. Our team helps seniors understand enrollment timelines, prescription coverage, and Advantage plan selections to ensure comprehensive healthcare protection during retirement.
Individual Coverage
We assist individuals in securing tailored insurance solutions including health, life, and personal lines coverage. Our approach evaluates unique needs to balance premium costs with adequate protection across different life stages and circumstances.
Business Insurance
We provide comprehensive risk management strategies for businesses including liability, property, and workers' compensation coverage. Our solutions protect companies across industries by identifying exposure points and implementing customized insurance portfolios.
People
Jo Ann Shane
Consultant
Licensed insurance professional with extensive experience in healthcare and retirement planning solutions, serving California clients through personalized advisory services.
Questions
What insurance services do you specialize in?
We specialize in employee benefits, retirement plans, Medicare assistance, individual coverage, and business insurance solutions.
How do you help simplify healthcare coverage decisions?
Our team demystifies complex insurance terminology and reform regulations through personalized consultations and strategic guidance.
Do you provide retirement planning assistance for self-employed individuals?
Yes, we help self-employed clients establish SEP IRAs, Solo 401(k)s, and other retirement vehicles tailored to their business structure.
Can you assist with Medicare enrollment timelines?
Our specialists provide detailed guidance on Medicare enrollment periods, eligibility requirements, and coverage options.
Do you serve clients outside the Bay Area?
Yes, we provide services throughout California including Southern California locations as detailed on our contact page.
