Kleinman J._Headshots_Grey.jpg
Roslyn2.jpg

ABOUT US

DBA Assured Benefit Consulting / Kleinman Marketing Group, Inc. was established by Jeff & Roslyn Kleinman.  As a previous small business owner with 18 employee's and $2,500,000 in sales for over 11 years, we also experienced, the challenges that small business owners were facing with employee benefits.

 

We believe that small business owners are looking for partners/advisors that can help their business grow.

 

Based in Metro Phoenix, we are your competent and reliable partners for all your Retirement & Employee insurance needs with greater than 20 years of small business consulting.  

 

Get to know us better here.

Accomplishments

Independent insurance agency

 

Professional development: 

  • 2003 & 2010 Insurance Licenses

  • Established Kleinman Marketing Group Inc, 2009

  • Certified Trainer - Pre-Tax, Sect. 125 Cafeteria Plans

  • Enrollment Software Platform Programer/Specialist

  • Benefits Book - Designers

  • Managing over 500 business partners in Arizona and counting

  • 15 x Founders Award for Management Excellence

  • #1 Overall Winner of S.W. Territory in Training - 2011

  • Presidents Club 2016

  • Assisting 300+ seniors with their Medicare coverage

Area's of Expertise

Professional business consulting

 

Areas of focus​

  • Group Health insurance

    • Self Funded Plan Designs

    • PPO

    • HSA's

    • HRA's

    • FSA's

  • Cafeteria Tax Plan Consulting

  • Marketplace Navigator

  • Enhanced/voluntary Benefits

    • Disability

    • Life

    • Accident

    • Hospitalization

    • Critical Care - Cancer

  • Annuities

  • Medicare Supplement &PDP's

  • Medicare Advantage plans

  • Personal Insurance

    • Health​

    • Gap, Dental & Vision

    • LTC

CONSULTING  THAT WORKS

New ideas and strategies that that can be implemented as soon as you are interested in meeting.  Why wait to make impacts that improve your current situation.