Employee Benefits



Plan Administration

Property Casualty

Insuring your Property

Our Team

About Successful Solutions

Company Information

SDTA & Successful Solutions, LLC Strategic Plan to Assist Companies and their Owners. Successful Solutions CA License #0D73873
SDTA Has partnered with Successful Solutions, LLC to bring you our members yet another valued membership benefit. Many business owners struggle with the Insurance world and how to best leverage Medical/Dental/Life, Property Casualty and General Liability insurance to reduce the company expense.

Successful Solutions brings their insurance expertise and strategic partners to SDTA members. Successful Solutions realized long ago that the sum is always equal to the various parts. Successful Solutions decided to provide our association members with the very best value and created our insurance concierge service. Our hand-picked, synergy partners are the very best in their respective fields of expertise.

Successful Solutions Committement
Successful Solutions clients will benefit from our expertise and long-term commitment to their insurance and financial services needs. We will always be sure that we are able to add value for these individuals before we establish a mutually beneficial, long term relationship with them. Furthermore, we will recommend only those products and services, which if we were in the individual’s situation, we would purchase ourselves.
Insurance Concierge
Successful Solutions, LLC provides insurance concierge services, allowing you the client to unsurpassed services, that meet the needs of your specific organization.
Stop The Bleeding
Let Successful Solutions, LLC come up with innovative solutions to your insurance plans, solutions that just may stop the bleeding and allow you to gain control over your benefits plan.
Introduction Video
We start each new relationship with a prospective client from a client-centric vantage point. The group insurance and employee benefits business does not lend itself to a one-size-fits-all strategy that can address the needs and budget of each and every company.

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SDTA Membership

The San Diego Tourism Authority gives you a competitive edge and expand your reach to your target market. Membership will give you direct access to local companies, leisure travelers, travel / trade and convention / meeting business.

San Diego Connect is our way of providing members and community stakeholders with SDTA sales and marketing updates, industry news, and a forum for their feedback. Please be sure to bookmark the blog, post comments, check back regularly, and consider submitting news for the Industry Trends and Member Updates sections.
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SDTA Commitment
SDTA is always looking for ways to provide additional value to its members. This services is just another example on how your membership works for you.