Our goal is simple; to help our clients make informed insurance and financial decisions.

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One of the most frustrating, confusing and time-consuming tasks a person or business undertakes, is trying to figure out the insurance and financial services "world." 

Our goal is to remove the frustration and confusion by presenting you with a plan and path that is simple to follow, and assisting you along the way.

 

• Our Independence 
  
  Through our relationships with the major insurance and financial services companies, we help you gain access to some of the best products or combination of products to solve your particular insurance or financial plan needs.  Our firm has no proprietary products to sell nor do we participate in sales contests and trips set up by the insurance companies we represent. 
   

• Your Advocate
  
  Confusing paperwork and claim reports frustrate even the most patient people.  Unfortunately, this is the current nature of the insurance and financial services industry.  We assist our clients with any claim, and administrative issues that may come up after your plan is set up.  You are not alone.    
      

• Ongoing Service  
  
  As questions, problems or other administrative issues come up throughout the year, we are always glad to help.   Through our annual review process, we ensure that your plan does not become obsolete as new trends are developed in the financial services industry and your premiums are still in-line with the market and your budget.
   

• Experience 
  
  With over 20 plus years of insurance and financial services experience on top of our 20 plus years of accounting and upper-level financial management experience, Oklahoma Employee Benefits & Insurance, LLC is uniquely positioned to assist you in creating a plan and path to help solve your particular insurance or financial needs.  Our continuing education program along with our membership in the two main financial services professional organizations, the National Association of Insurance and Financial Advisors and the National Association of Health Underwriters provides us with leading edge knowledge of new trends and techniques in the industry to be sure your plans are providing you with the most appropriate choices and solutions.
   

• Our Professional Affiliations 
   

  • ​NAIFA - National Association of Insurance & Financial Advisors (and the local chapter )

  • NAHU - National Association of Health Underwriters (and the local chapter)

  • AICPA - American Institute of Certified Public Accounts 

  • AICPA - American Institute of Certified Public Accounts - Personal Financial Planning Section Member 

  • OSCPA- Oklahoma Society of Certified Public Accounts ( and the local chapter)