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Who We Are. Get To Know Us Better.

The Services You Need.

Core Benefits is a highly sought-after consulting and brokerage firm, specializing in customized employee benefit services, retirement plan solutions, wealth management, and executive benefits. The services we offer balance and compliment each other resulting in peace of mind and confidence for our clients.

United By Values.

Core Benefits and our alliance of experienced agents are united by common values. We have created a respected firm that specializes in putting people first. Our goal as your independent agent is to provide you with un-biased, expert and thoughtful guidance. We strive to recommend strategies for your business that are designed to foster happy, healthy and productive employees while meeting your financial goals.


What We Do Best. Benefit Solutions Customized for You.

Services for Employers

All Of The Advantages, With A Personal Touch.

Whether you are a new client or have been with us for years, our dedicated team of professionals helps make your job easier. Each time you contact us, you will work with the same account manager familiar with your company.


    Assistance and research to keep you informed and in compliance with state and federal laws.
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    Get your employees paid quickly, so you can get back to doing what your company does best.
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    Document administration of 401(k) and 403(b), including employee enrollment assistance.
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    When a claim is made, we assist in the process, from the first filing of the claim to its resolution.
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    Develop policies and procedures, address recruiting strategies, develop job descriptions.
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    Craft a competitive employee benefits plan to recruit and retain valuable employees.
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Services for Agents

How You Partner With Us Is Up To You.

Core Benefits’ industry-leading approach and reputation in the marketplace provides you, our Partner, with an unparalleled ability to increase your revenue and the quality of your coverage while maintaining relationships and lowering costs for your clients.


    Be armed with quality communication from our dedicated staff and direct access to underwriters.
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    Easy access to our commission and accounting services, payroll and triggers such as COBRA.
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    Pool of peers available to share insights, ideas, and benchmarks to help you build your business.
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    With Core never worry about labor compliance, performance management or recruiting again.
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    Developing accurate quotes can make the difference between winning and losing business.
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    A leading provider of technology and support services for insurance management firms.
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There are parts of your business that you love; the parts that get you up in the morning and make you excited to talk about the work you do each day. Working with Core Benefits means that you are able to focus on those areas, the ones you love most, while opting-in for extra help on those parts weighing you down.  Every option we offer is easy-on and easy-off, so you always feel in control.  You are able to adapt how you align with Core Benefits moment to moment, to achieve a fit that is right for you.


“Core Benefits has been our company's benefit broker since 1980. We have experienced significant growth and maturity as a company in the last 20+ years. Throughout this time Core Benefits has helped in putting together the appropriate insurance program for each stage of our growth. Their help in guiding us not only in selecting the right plan but also in addressing complex HR issues has provided a tremendous value added. I wholeheartedly recommend their services.”

Gene Sirizzotti, President
G. T. Sirizzotti Builders, Inc.

“Core Benefits handles our firm's benefits, as well as benefits for a number of our customers. We are very satisfied with the service we have received and are extremely comfortable with referring them to our clients.”

Eric Schaeffer, Attorney

“Thank you so much for your help with administering our health insurance. We enjoy the service that we have received these last eight months and we look forward to your assistance with all of the new changes that are coming down. We know that we are getting the most accurate information and that if we have questions we can contact you immediately and get an answer.”

Jennifer Rea, Business Administrator
St. Paul's United Methodist Church

“I’m sure your benefits packages, especially your health plan, cause you many headaches as a business owner.  But having a great partner to guide you eases the pain.  As a business owner, you need to rely on a healthcare company that advises on and administers the right products for your company.  Core Benefits has enabled us to offer a superior benefits package that empowers us to recruit top talent and retain employees long-term.”

Phil Townsend, Founder and Chairman
Phillip Townsend Associates

“Midwestern Services, Inc. (MSI) contracted with Core Benefits a number of years ago as we began to offer health benefits to some of our employees for the first time. Over the course of the last (at least) five difficult years and the passage of the Affordable Care Act, MSI has developed a real working partnership with our Core Benefits representative. Unlike so many similar companies, Core is there for MSI when we have questions, comments, requests, problems and other needs. Additionally, we often discuss upcoming changes to health laws and the things that are likely to impact MSI in the regulatory arena. Moreover, I cannot stress the added value our representative and Core Benefits bring to our company by way of regular updates, alerts and action items notifications. These services are priceless to our company. I am happy to recommend Core Benefits without reservation to any company. Please feel free to contact me if you would like to discuss.”

David Downing, Executive VP & CFO
Midwestern Services, Inc.


Check Out Our List Of Products.

Create record revenues while providing employees with the best coverage for less.

Diversity means flexibility is a must. We provide better rates and more options.

This coverage is appreciated by employees.

Short term and long term disability coverage is a must for many employees today.

Group policies for employees or coverage for individuals.

Following the tax code, employees plan to cover their out-of-pocket expenses.

Providing businesses with competitive plans will help attract and retain top talent.
There are alternatives to standard group coverage. Always explore.


Trusted Partners.

You need people who you can count on.  People who you can reach out to and connect with whenever you have questions or concerns. At Core Benefits, we recognize that this is the heart of the business we are in.  All Core Benefits consultants are specifically vetted for the values, ethics, and expertise that guarantee you will have a true partner you can trust.
Meet Our Partners.

Dave Adams
(713) 647-9700
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Bob Marder
(281) 446-0950
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Jack Adler
(713) 857-0478
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Mike McLaughlin
(713) 647-9700
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Jim Buttler
(713) 780-2995
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Coby Rod
(979) 543-2709
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Jayne Cohan
(832) 786-2003
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Larry Sinclair
(281) 364-1453
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Corbin Cooke
(713) 647-9700
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Mark Stefanick
(713) 665-8066
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Mike Erdin
(713) 780-2995
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Kim Whaley
(713) 647-9700
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Lena Farmer
(719) 548-1150
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Sandee Wilson
(719) 572-0401
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Lonnie Klene
(713) 869-6286
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Getting Started

Moving Ahead With Us.

We Are Excited To Work With You And Your Team.

A representative will respond within 1-2 business days.


Stay In Touch With Us.

Drop us a line.

It all starts with a simple conversation.  Fill out this basic information and your preferred method of communication and we will be in touch with you soon to better determine how we can help you.  Agents and Employer are all part of the Core Benefits community.  We can help you serve your clients and increase your revenue in no time.

8554 Katy Freeway, #100
Houston, TX 77024
(713) 647-9700 Phone
(713) 647-9702 Fax


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