NewsStocksBenefit Advisors Network Adds StoneTapert Insurance Services as Newest Member Firm

Benefit Advisors Network Adds StoneTapert Insurance Services as Newest Member Firm

Author: Globalfintechseries·

Key Takeaways

  • Benefit Advisors Network, a network of employee benefits brokers and consulting firms spanning the United States and Canada, has added StoneTapert Insurance Services as its newest member firm.
  • StoneTapert is a third-generation, privately held employee benefits consulting firm based in Sierra Madre, California, with more than 65 years of experience.
  • As a BAN member, StoneTapert gains access to collective resources, proprietary tools, industry expertise and peer collaboration while keeping its independent ownership.
  • StoneTapert serves employers nationwide with a primary focus on Southern California, working with privately held businesses, nonprofits and organizations across a range of industries.
  • BAN and StoneTapert executives said membership lets the firm remain independent while expanding the resources, insight and collaboration available to its clients.
Benefit Advisors Network Adds StoneTapert Insurance Services as Newest Member Firm

Benefit Advisors Network (BAN), an international network of progressive and visionary employee benefits brokers and consulting firms across the United States and Canada, has announced that StoneTapert Insurance Services has joined the organization as its newest member firm.

"StoneTapert's dedication to delivering exceptional client service and its commitment to remaining an independent, relationship-driven firm align perfectly with BAN's mission and values," said Perry Braun, President and CEO of Benefit Advisors Network. "We are excited to welcome Chuck, LaJoi and the entire StoneTapert team to our growing network and look forward to the expertise and perspective they will bring to our membership."

Based in Sierra Madre, California, StoneTapert Insurance Services is a third-generation, privately held employee benefits consulting firm with more than 65 years of experience helping employers design, manage and communicate benefits programs that support their people and business goals. The firm serves employers nationwide with a primary focus on Southern California, and works with privately held businesses, nonprofits and organizations across a wide range of industries. Its approach centers on High-Performing Benefits — benefits programs supported by proactive service, data-informed decisions, clear employee communication and hands-on account management. That year-round emphasis tracks with the environment benefits advisors operate in: employer-sponsored plans in the United States sit under federal frameworks such as ERISA and the Affordable Care Act, alongside state-level requirements, which makes ongoing compliance and communication support a core part of the advisory role rather than a once-a-year enrollment task.

"Joining Benefit Advisors Network is an important step for StoneTapert because it allows us to remain independent while expanding the resources, insight and collaboration we can bring to our clients," said Chuck Tapert, President & CEO of StoneTapert Insurance Services. "As a privately held, third-generation firm, relationships matter to us. Our clients count on us for more than quotes – they rely on us for proactive service, clear guidance and follow-through throughout the year."

As a member of BAN, StoneTapert will gain access to the network's collective resources, industry expertise, proprietary tools and collaborative peer community while maintaining its independent ownership and client-focused approach. For independent brokerages, member networks of this kind offer a route to added scale — shared tools, compliance depth and pooled peer expertise — without ceding ownership, an alternative to the acquisition-driven consolidation that has been a persistent feature of the insurance brokerage industry. Further details about the network are available on the organization's official website, benefitadvisorsnetwork.com.

"For more than 65 years, StoneTapert has grown by staying close to clients and doing the work that supports a strong benefits program," Tapert added. "BAN gives us access to a broader network of experienced advisors and best practices while allowing us to continue delivering the hands-on, customer-first service that defines StoneTapert."

"Being part of BAN strengthens the way we serve clients every day," said LaJoi McClenden, Chief Operating Officer of StoneTapert Insurance Services. "The shared resources, compliance expertise, technology insights and peer collaboration will help our team stay proactive in areas that matter most to employers – plan design, employee engagement, compliance, technology and the overall client experience."

BAN describes its roster as a growing network spanning the United States and Canada; for employers working with member firms such as StoneTapert, the model's stated benefit is a broader bench of shared resources, benchmarking and peer expertise behind an independently owned advisory relationship.