Reinventing
Group Benefits & Savings
Why We Created YULAN
As an experienced team of financial advisors and planners at Warwick McLaughlin Private Wealth Management, we know the gaps in employee savings and benefits packages.
Employers are left to pay hefty premiums while employees don’t experience value.
YULAN was born from the drive to bring financial and physical wellness to the workplace in REAL ways.
Welcome to YULAN, an employment experience like no other.
What Makes YULAN Unique
Group Benefits
INDEPENDENT We act as brokers to facilitate insurers bidding for your business, bringing the best deal possible.
CUSTOMIZED We build plans to ensure employee and employer objectives are met through direct feedback from both.
ADVICE We are licensed insurance professionals who participate in the employee experience, removing employer burden.
Group Savings
CHOICE We provide a universe of investment options unencumbered by proprietary products.
LIABILITY We assume full responsibility for the investment selection and management of the accounts, removing employer liability.
ADVICE We personally open and manage employee accounts to ensure solid financial advice.