FINANCIAL SERVICES / RETIREMENT / LIFE INSURANCE / SUPPLEMENTAL INSURANCE
Helping protect you and your family if you die too soon, live too long, or become too sick too work
Specializing in employee benefits with:
Appreciation Financial - Pension reviews/retirement strategies for CalSTRS/CalPERS K-12 public employees with multiple school district approved 403B carriers (National Life Group, Midland National, Great American, and North American); Local area ambassador for Appreciation Financial's Giveback Program to local schools. Asset protection with permanent life solutions that include living benefits. Individual IRA's or Roth IRA's available for non-public employees.
Aflac Small Business Solutions (the leaders in VB supplemental insurance; 3 person minimum for groups); Individual plans available for those whose employers do not offer Aflac as a benefit in the workplace
Transamerica Employee Benefits (GI IUL and whole life, VB options; 5 person minimum for groups)
Debt solutions through MPower America. Most employees feel that they cannot save for retirement with the current debt that they carry
To learn more about our programs, click below.
CA License #0K53413
OR License #17748158
MT License #3000893202