Mathew Yates
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Mathew Yates Email & Phone Number

CEO | Co-Founder at The Benefit Store
Location: Rocklin, California, United States 2 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
CEO | Co-Founder
Location
Rocklin, California, United States

Who is Mathew Yates? Overview

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Quick answer

Mathew Yates is listed as CEO | Co-Founder at The Benefit Store, based in Rocklin, California, United States. AeroLeads shows a matched LinkedIn profile for Mathew Yates.

Mathew Yates previously worked as Sr. Mortgage Broker at E Mortgage Capital, Inc. Nmls# 1416824.

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The Benefit Store

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About Mathew Yates

๐‘พ๐’† ๐’”๐’†๐’“๐’—๐’† ๐’ˆ๐’“๐’๐’–๐’‘ ๐’ƒ๐’†๐’๐’†๐’‡๐’Š๐’•๐’” ๐’‚๐’ˆ๐’†๐’๐’„๐’Š๐’†๐’”, ๐’‚๐’๐’… ๐’•๐’‰๐’†๐’Š๐’“ 50+ ๐’ˆ๐’“๐’๐’–๐’‘ ๐’„๐’๐’Š๐’†๐’๐’•๐’”โœ… "$๐ŸŽ ๐š๐๐๐ข๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ง๐ž๐ญ ๐œ๐จ๐ฌ๐ญ๐ฌ" to your group clients or employeesโœ… ๐๐ž๐ง๐ž๐Ÿ๐ข๐ญ๐ฌ ๐๐š๐œ๐ค๐š๐ ๐ž "๐„๐ง๐ก๐š๐ง๐œ๐ž๐ฆ๐ž๐ง๐ญ" (not replacement) to your current benefit offeringsโœ… ๐„๐‘๐ˆ๐’๐€/๐€๐‚๐€/๐ˆ๐‘๐’ ๐‚๐จ๐ฆ๐ฉ๐ฅ๐ข๐š๐ง๐ญ comprehensive and innovative plan design, endorsed by leading ACA attorneys.โœ… Participation Incentive: ๐”๐ฉ ๐ญ๐จ $๐Ÿ๐Ÿ“๐ŸŽ,๐ŸŽ๐ŸŽ๐ŸŽ Guaranteed Issue, Cash Value Universal Life Insuranceโœ… Avg. $๐Ÿ“๐ŸŽ๐ŸŽ ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž ๐…๐ˆ๐‚๐€ ๐“๐š๐ฑ ๐’๐š๐ฏ๐ข๐ง๐ ๐ฌ for your Groupsโœ… Written for ๐š๐ง๐ฒ ๐ž๐Ÿ๐Ÿ๐ž๐œ๐ญ๐ข๐ฏ๐ž ๐๐š๐ญ๐ž (not limited to typical open enrollment)โœ… Lucrative "๐…๐š๐ฌ๐ญ ๐’๐ญ๐š๐ซ๐ญ ๐๐จ๐ง๐ฎ๐ฌ", ๐š๐ง๐ ๐‚๐จ๐ฆ๐ฉ๐ž๐ง๐ฌ๐š๐ญ๐ข๐จ๐ง ๐๐ฅ๐š๐ง360 PHP enhances employee productivity by swiftly addressing health concerns and minimizing the need for time off work for medical appointments. With 24/7 access to virtual healthcare, employees can conveniently seek medical advice and treatment, preventing minor issues from becoming serious. Including mental health services supports employees in managing stress and mental health challenges, essential for maintaining focus and energy at work. Additionally, preventative care resources encourage healthy behaviors, reducing illness and promoting overall well-being. By fostering healthier workforces, 360 PHP sustains high productivity and job satisfaction.๐€๐ง ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ซ ๐œ๐š๐ง ๐›๐ž๐ง๐ž๐Ÿ๐ข๐ญ ๐Ÿ๐ซ๐จ๐ฆ ๐œ๐จ๐ฌ๐ญ ๐ซ๐ž๐๐ฎ๐œ๐ญ๐ข๐จ๐ง๐ฌ ๐š๐ฌ๐ฌ๐จ๐œ๐ข๐š๐ญ๐ž๐ ๐ฐ๐ข๐ญ๐ก...โœ… Absenteeism, Presenteeism, Lack of Productivity, Lowered Team Morale & Workers Comp Claims.๐…๐จ๐ซ ๐Œ๐จ๐ซ๐ž ๐ƒ๐ž๐ญ๐š๐ข๐ฅ๐ฌ: https://thebenefitstore.com/group-benefits-agencies

Current workplace

Mathew Yates's current company

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The Benefit Store
The Benefit Store
CEO | Co-Founder
AeroLeads page
2 roles

Mathew Yates work experience

A career timeline built from the work history available for this profile.

Ceo | Co-Founder

Current

Lake Oswego, Oregon, United States

๐๐ข๐จ๐ง๐ž๐ž๐ซ๐ข๐ง๐  ๐€ ๐…๐ฎ๐ง๐๐š๐ฆ๐ž๐ง๐ญ๐š๐ฅ ๐‚๐ก๐š๐ง๐ ๐ž: ๐‘พ๐’† ๐‘บ๐’†๐’“๐’—๐’† ๐‘ฎ๐’“๐’๐’–๐’‘ ๐‘ฉ๐’†๐’๐’†๐’‡๐’Š๐’• ๐‘จ๐’ˆ๐’†๐’๐’„๐’Š๐’†๐’” ๐’‚๐’๐’… ๐’•๐’‰๐’†๐’Š๐’“ 50+ ๐’ˆ๐’“๐’๐’–๐’‘ ๐’„๐’๐’Š๐’†๐’๐’•๐’”.We're dedicated to creating healthcare solutions that combat the steady decline in America's workforce. Coverage from mental health to physical health, employers can directly impact the well-being of their employees.We provide Group Benefit Agencies and their brokers a comprehensive, participatory, and incentivized 360 Preventative Health Plan. 360 PHP is a Section 125 P.O.P. (Premium Only Plan) that reduces FICA taxes and mitigate risk associated with absenteeism, presenteeism, employee turnover, lack of productivity and team morale.Increasing employer profitability and employee wellness is the main objective, while increasing revenue for our partners as an added bonus.We strive for peak performance and productivity within the employer groupsโ€™ workforce.$๐ŸŽ ๐š๐๐๐ข๐ญ๐ข๐จ๐ง๐š๐ฅ ๐ง๐ž๐ญ ๐œ๐จ๐ฌ๐ญ๐ฌ ๐ญ๐จ ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ซ๐ฌ ๐จ๐ซ ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ž๐ฌ.โœ… 24/7 Immediate Access to Healthcare Solutionsโœ… Mental Health Benefits - #1 Contributing Factor in Workers Comp Claims at 52%โœ… Comprehensive Employee Benefits Platform - Health Assessments, & Moreโœ… Risk Mitigation Resource - Combat Workers Comp Claims & Rise in Premiumsโœ… Group must have 50+ employees to participateโœ… A minimum of 25+ employees must enroll in the planโœ… 70% participation after requirement on eligibleโœ… Exclusively sold via Licensed Insurance Agents and Brokers appointed with TBS

Apr 2018 - Present

Sr. Mortgage Broker

United States

๐‚๐€๐ ๐€๐’๐’๐ˆ๐’๐“ ๐ˆ๐ ๐Ÿ‘๐Ÿ“+ ๐’๐“๐€๐“๐„๐’. โœ… ๐€๐ฉ๐ฉ๐ซ๐จ๐ฏ๐ž๐ ๐ˆ๐ง ๐€๐ฌ ๐‹๐ข๐ญ๐ญ๐ฅ๐ž ๐€๐ฌ ๐Ÿ๐Ÿ“ ๐Œ๐ข๐ง๐ฎ๐ญ๐ž๐ฌIf you're a business owner, 1099 contractor, or real estate investor that's looking for unconventional, or alt-doc lending options that don't require tax returns, I can help. Residential, Commercial, Business financing available in 35+ states.I've dedicated my entire adult career to the mortgage & life insurance industry. 20+ years. I can do all loans, but the niche I love is "creative financing". I primarily work with business owners, entrepreneurs and investors that cannot, or do not want to go the "conventional" financing route, full documentation, etc. I appreciate and love the challenge in structuring these loans. Whether asset based, alt-doc, no doc, or anywhere in between, you've chosen the right growth partner. E Mortgage Capital is one of the Nation's largest mortgage companies (๐Ÿ๐Ÿ๐Ÿ“+ ๐‹๐ž๐ง๐๐ž๐ซ๐ฌ)๐€๐ฅ๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐ฏ๐ž ๐ƒ๐จ๐œ๐ฎ๐ฆ๐ž๐ง๐ญ๐š๐ญ๐ข๐จ๐ง ๐‹๐จ๐š๐ง๐ฌ & ๐‘๐ž๐š๐ฅ ๐„๐ฌ๐ญ๐š๐ญ๐ž ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐ ๐“๐‡๐„๐‘๐„ ๐€๐‘๐„ ๐Œ๐Ž๐‘๐„ ๐€๐‹๐“๐„๐‘๐๐€๐“๐ˆ๐•๐„ ๐…๐ˆ๐๐€๐๐‚๐„ ๐Ž๐๐“๐ˆ๐Ž๐๐’ ๐“๐Ž๐ƒ๐€๐˜ ๐“๐‡๐€๐ ๐„๐•๐„๐‘ ๐๐„๐…๐Ž๐‘๐„!โœ… ๐€๐ฉ๐ฉ๐ซ๐จ๐ฏ๐ž๐ ๐ˆ๐ง ๐€๐ฌ ๐‹๐ข๐ญ๐ญ๐ฅ๐ž ๐€๐ฌ ๐Ÿ๐Ÿ“ ๐Œ๐ข๐ง๐ฎ๐ญ๐ž๐ฌโœ… Investor Flex Loans (Debt Service Coverage Ratio)โœ… Bank Statement Loans (12 - 24 Months. No Taxes)โœ… Delayed Financing (Get Funds Back After Paying Cash)โœ… Doc-Less Financing (Easy As Sunday Morning)โœ… Asset Depletion (Leverage Liquid Assets As Income)โœ… Can be closed in an LLC (Limited Liability Company)โœ… Adjustable Rate Mortgages (Smarter Option? Lower Payment?)This is a great opportunity for those looking to get started with rental properties, or have a means to purchase your next primary or second home without having to worry about taxable income.

FAQ

Frequently asked questions about Mathew Yates

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What company does Mathew Yates work for?

Mathew Yates works for The Benefit Store.

What is Mathew Yates's role at The Benefit Store?

Mathew Yates is listed as CEO | Co-Founder at The Benefit Store.

Where is Mathew Yates based?

Mathew Yates is based in Rocklin, California, United States while working with The Benefit Store.

What companies has Mathew Yates worked for?

Mathew Yates has worked for The Benefit Store and E Mortgage Capital, Inc. Nmls# 1416824.

How can I contact Mathew Yates?

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