Insurance & Risk Management

Risk Management Orange CountyPhil Calhoun
714.664.0311
www.Howtoretirewithoutrisk.com
www.Turning65seminar.com

WMC Insurance Services (dba Beta Benefits) is a full service insurance agency operating from the Historic Minter House in downtown Santa Ana.  As one of Orange County’s most successful full service agencies, Beta works with clients to identify risks and provide solutions to meet client needs using the most competitive rates and comprehensive coverage.  The Beta team is licensed to offer insurance products to address the many needs doctors require including:

  • Revenue Enhancement Strategies;
  • Medical Malpractice, Risk Retention Groups
  • Group and Individual Medical,
  • Retire Without Risk Planning and Retirement Life,
  • Captive Insurance Companies, and
  • Property and Casualty insurances.

Beta specializes in working with medical groups and has led the state in offering HSAs as a solution for medical coverage.  Beta also counsels doctors on the use of Retirement Life where they can save for the future safely without downside market risk and create significant tax free income during retirement.

To learn more about how we can work with your practice, click here to view our company’s website.

To be contacted directly by Phil Calhoun, please fill out the “Request for Contact” form below. Please note that your information will not be shared, sold, or rented to any third parties.

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