From innovative benefit packages and employee wellness programs to comprehensive risk management and business succession planning, the team at Wilshire Benefits Group continues to lead the way.

“We take being your trusted advisor very seriously. As your long-term partner, our mission is to uncover and analyze your needs, and to plan and implement exceptional benefit and business strategies that deliver immediate impact. Operating within a framework of compliance, we provide sustainable solutions that can help you achieve continued profitability, growth and success.”

David N. Sokol, MBA, CLU®, RICP®, 2018 Employee Benefit Adviser of the Year

OUR FOUR “C” APPROACH

HOW WE DIFFER

Built from a foundation of trust, integrity and service, Wilshire Benefits Group has more than three decades of experience across a wide range of critical business services. From innovative benefit packages and employee wellness programs to comprehensive risk management and business succession planning, the team at Wilshire Benefits Group continues to lead the way with an intentionally different approach.

These differences are best defined by the 30 fundamentals that describe our unique culture. They are what set us apart and what drives our extraordinary success.

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Different in the way we service our clients

Different in the way we treat each other

Different in the way we work with our carrier partners

Wilshire Benefits Group is a proud member of the TRUE Network of Advisors

TRUE Network of Advisors is a nationwide exclusive group of independent benefit consulting firms. Membership in TRUE provides Wilshire Benefits and our clients with collaboration of the best minds in the industry to drive the evolution of world class employee benefit solutions. A TRUE Network Advisor has deep roots in the local community with all the tools, resources and negotiating strength of a national organization.

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