Secure Benefits

What Secure Benefits does

Secure Benefits, LLC is a privately held financial advisory and insurance brokerage firm headquartered in San Antonio, Texas (4610 DeZavala Road), founded under current ownership in 2012 by Glenn Jones after operating for decades as Impelman Insurance and Investment Services. The firm employs 11-50 staff (a named team of approximately 13 licensed and administrative professionals) and serves clients exclusively within Texas through in-person consultations and direct relationship-based selling from a single office. Its product portfolio spans group employee benefits (health, dental, vision, life, disability, self-funded plans, Section 125 plans, 401(k)/403(b) retirement plans, worksite supplemental coverage), individual lines (health, Medicare supplements, long-term care, retirement plans, annuities, mutual funds, 529 plans), and advisory services (retirement planning, estate planning, HR/payroll administration), with securities offered through a registered broker-dealer partnership with Calton & Associates, Inc. (FINRA/SIPC).

The firm's core technology is a content-driven web platform — built on FMG Suite — that hosts a resource center of 50+ articles, 60+ videos, and 40+ financial calculators as a top-of-funnel marketing channel, paired with traditional broker back-office workflows; no proprietary AI, data, or software platform capabilities are disclosed. The business model is commission-driven insurance brokerage (group and individual) plus securities transaction and account management fees passed through Calton & Associates, supplemented by fee-based financial consultation and HR administrative services. Pricing is quote-based and not publicly disclosed. GTM is sales-led and team-based, anchored on long-term fiduciary-style relationships, multi-carrier representation, community/referral networks (Cibolo Creek Community Church, Annual Fiesta Celebration, Dominion C12 Peer Board), and direct phone/email inquiries rather than digital self-serve or programmatic lead capture. The firm reports no external institutional investment, no M&A activity, no patents, no regulatory actions, and operates with a hybrid segment approach across small-to-large business employers and individual consumers across all life stages.

Name

Secure Benefits

Legal name

Secure Benefits, LLC

Website

https://secure-benefits.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Secure Benefits, LLC is a privately held San Antonio-based financial advisory and insurance brokerage firm that provides group employee benefits, individual insurance, and retirement planning services to Texas-based businesses and consumers through a team-based, commission-driven model with securities offered via Calton & Associates.

Ownership category

akta.pro rank

Product category

Financial Advisory & Insurance Brokerage

NAICS

Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411), Accident & Health Insurance (6321), Life Insurance (6311)

akta.pro primary industry

Employee Benefits Brokerage & Consulting (FSAEADAC)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Insurance brokerage services
• Financial advisory services
• Employee benefits consulting
• Retirement planning services
• Wealth management services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Insurance Brokerage Commissions: The firm earns commissions from selling and placing insurance products including health, dental, vision, life, disability, long-term care, and worksite supplemental coverage (cancer, accident, critical illness) for both group and individual clients. Commissions are earned on new policy placements and renewals.
2. Securities and Investment Products: Securities are offered through Calton & Associates, Inc. for investment products including mutual funds, annuities, 401(k) plans, 403(b) plans, and retirement account management. Revenue is generated through securities transactions and ongoing account management fees.
3. Advisory and Consultation Fees: The firm provides financial consultation services including retirement planning, investment strategy, estate tax planning, and human resources administrative services, generating fee-based revenue for comprehensive financial planning.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels4 records

Core offering

Secure Benefits, LLC is a San Antonio-based financial advisory and insurance brokerage firm that sells group employee benefits (health, dental, vision, life, disability, self-funded plans, Section 125 plans, 401(k)/403(b) retirement plans) to employers and individual insurance and investment products (Medicare supplements, long-term care, annuities, mutual funds, 529 plans) to consumers. The firm also delivers fee-based financial advisory services including retirement planning, estate planning, and HR administrative support, with securities offered through Calton & Associates, Inc.

Product overview

Secure Benefits is a financial services firm offering a comprehensive suite of group and individual insurance products plus advisory services. The core portfolio spans group employee benefits (health, dental, vision, life, disability, self-funded plans, Section 125 plans, 401(k)/403(b) retirement plans, and worksite supplements) alongside individual offerings (health, Medicare supplements, long-term care, retirement plans, annuities, and mutual funds). Supplemental advisory services include retirement planning consultation, investment strategies, estate planning, and HR administrative services. The firm also provides financial calculators and educational resources (articles, videos, glossary) to support client financial literacy. All securities products are offered through Calton & Associates, Inc., their registered broker-dealer partner.

Differentiator

Problem solved

Functional benefit

Products and services

• Group Employee Benefits Insurance Comprehensive group insurance packages for Texas employers ranging from 2 to 5,000 employees, covering health (HSA, HRA, CDHP, PPO), dental, vision, life, disability, long-term care, self-funded plans, Section 125 plans (POP, FSA, dependent care), 401(k)/403(b) retirement plans, wellness programs, employee assistance programs, and worksite supplemental coverage (cancer, accident, critical illness).
• Individual Insurance Products Personal insurance coverage for Texas consumers, including individual health insurance, Medicare supplements, long-term disability, and long-term care planning products.
• Retirement and Investment Products Securities and investment offerings including mutual funds, annuities, qualified and non-qualified retirement plans, IRAs, 401(k)/IRA rollovers, and 529 college savings plans. Securities are offered through Calton & Associates, Inc., a registered broker-dealer (FINRA/SIPC member).
• Financial Advisory Services Fee-based financial consultation covering retirement planning, investment and savings strategies (mutual funds, annuities, REITs, gold and silver), survivor income planning, and estate tax and distribution planning for individual and business clients.
• Human Resources Administrative Services Extended administrative services for employer clients including payroll and HR administrative support delivered alongside the firm's benefits brokerage offerings.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Calton & Associates, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Calton & Associates, Inc., a registered broker/dealer and Member of FINRA and SIPC. Located at 2701 N. Rocky Point Dr., Suite 1000, Tampa FL 33607. Secure Benefits, LLC is not owned or controlled by Calton & Associates, Inc. The partnership enables the firm to offer securities products including mutual funds and annuities.
• America's Premier Insurance ProviderscoreChannel Partner/ Reseller/ DistributorThe firm represents multiple premier insurance providers to offer comprehensive coverage options for health, dental, vision, life, disability, and worksite supplemental insurance products. This carrier network enables competitive pricing negotiation and policy selection for business and individual clients.
• Dominion C12 Peer BoardminorStrategic or Co-development PartnerPresident Glenn Jones is a member of Dominion C12 Peer Board, a peer advisory group for business leaders, providing strategic networking and business development opportunities.
• Campbell UniversityminorOthersPresident Glenn Jones graduated from Campbell University (Buis Creek, NC) with a Bachelor of Business Administration and Certificate in Trust Management, representing an educational affiliation.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Brown & Brown, Inc. Large national insurance brokerage with deep employee benefits and personal lines capabilities. Directly competes for Texas group benefits and individual insurance clients; aggressive regional acquirer of agencies like Secure Benefits.
• Acrisure: Fast-growing insurance brokerage platform built largely through acquisition. Competes directly for Texas group benefits clients and is one of the most aggressive acquirers in the regional brokerage roll-up space.
• Alliant Insurance Services: Specialty insurance brokerage with strong employee benefits, retirement, and wealth advisory practices. Comparable advisory/brokerage mix; typically larger than Secure Benefits but targets similar middle-market employer relationships.
• Hub International: Global insurance brokerage with strong middle-market employee benefits and personal lines practice. Competes in Texas for group benefits accounts and is an active acquirer of regional brokerages.
• Marsh McLennan: Global professional services firm with Mercer (health & benefits) and Marsh (insurance brokerage) practices. Competes at the larger end of Secure Benefits' employer client range.
• Arthur J. Gallagher & Co. Global insurance brokerage and risk management firm with major employee benefits practice. Comparable service offering but vastly larger scale; competes for the same Texas employer benefits accounts as Secure Benefits.

Direct peers

• Higginbotham: Fort Worth-headquartered independent insurance and risk management brokerage serving Texas and the broader U.S. Directly comparable: employee benefits brokerage, multi-carrier model, Texas-based relationship-driven practice, similar size and target client mix to Secure Benefits.
• Patriot Risk Solutions: Independent insurance brokerage focused on group benefits and commercial coverage for Texas employers. Comparable in size, geography, and employee benefits brokerage orientation.
• Borden Hamman Insurance Agency: Texas-based independent insurance agency offering group benefits, commercial, and personal lines. Comparable as a regional Texas broker with similar employee benefits focus and small/mid-market employer client base.

Emerging players

• OneDigital: Tech-enabled insurance, financial services, and HR advisory firm focused on employer benefits and individual wealth management. Comparable in service mix to Secure Benefits but differentiated by greater technology investment and broader national footprint.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/SecureBenefitsSA
• LinkedInlinkedin.com/company/secure-benefits-llc-dba-impelman-insurance-and-investment-services

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Secure Benefits