Our team helps individuals, families, and businesses find the right health, life, dental, vision, Medicare, and Covered California coverage. Firm Foundations Insurance & Benefits Center is uniquely positioned to serve our clients. Our Mission
We will empower our clients with a firm foundation of knowledge, protection and support upon which they can live today to the fullest and pursue their dreams
for tomorrow. What Drives Us: Dale’s Story
“After becoming discouraged while working with other agencies, where I saw that selling and profits were the primary focus, I decided that there had to be a better way. That’s why I formed my new company, Firm Foundations Insurance & Benefits Center. I knew in my heart that we could fill a need in the marketplace to have an agency that put the client’s needs first for the exact same cost and often for less. My family has had its healthcare challenges over the years. These personal situations and my business experiences have given me a perspective that has changed who I am today… I started Firm Foundations because I enjoy helping others save money and finding great value. I know that health insurance is important in our lives, and that people need help, want help, and don’t always know how to get it. Health Insurance and Employee Benefits can be complicated, and people need someone they trust and can call for help. I am sure that you can tell from the above, that for me, it’s personal… and we know that it’s personal for you, too.”
Quality Customer Service
At Firm Foundations, our Mission Statement has always governed the way we conduct our business. It highlights our desire to serve our Clients and gives us direction when we have to make service-related decisions. We commit to our Clients that we will respond to client inquiries within 1 business day of receipt. Our dedicated service team will leave no stone unturned in the search for the best solution for you. As your Group Benefits Broker, we will help you and your team with the expected, and the unexpected issues that arise with your benefits plan. Total Cost of Ownership Approach
Our goal is to continually match the needs of our clients with an insurance carrier that will provide the best fit. Experience has shown the health insurance industry to be intensely dynamic. Over the past several years, there have been mergers and acquisitions with some of the major health insurance carriers. These dynamics create an ever moving target. The best fit today can literally change overnight and not be available tomorrow. Our firm feels it is critical to evaluate each clients insurance needs based on the total cost of ownership of the policy. Our Dedicated Support Team
Dale Penne, RHU
Dale’s diverse and varied background gives him the unique ability to view employee benefits, as well as management needs/concerns, from a 360 degree perspective, while offering value and cutting-edge solutions to his clients.
