Retirement Planning - According to a recent poll, 74% of the U.S. workign population is worried about their ability to pay for retirement, and 46% say they cannot affort to save for retirement because they are living paycheck by paycheck. Many of them are losing sleep over it. Where are you? Are you saving enough? How much do you need to save? Give us a call today to discuss your specific situation.
Long Term Care Insurance - There are different solutions to different needs. For dignity or asset preservation, we have solutions for you.
Annuities - An annuity is a unique financial vehicle designed to help you accumulate money for your retirement and/or turn a lump-sum of money into a guaranteed stream of income payments.
Life Insurance - Many people think that life insurance is only for people with families. While it is true that life insurance can help provide for the needs of dependents, life insurance also can be an important part of a well-thought-out estate, business succession or charitable giving plan. And permanent life insurance offers many living benefits as well, such as tax-deferred cash value accumulation. For all of these reasons, life insurance can be important for someone starting out – or for someone who's starting over.
Other Products - Other products, such as Disability Income Insurance, Individual and Group Health Insurance products. More info please see our Health Insurance pages
You can use the articles on this page to learn more about the various types of life insurance that are available.
With the variety of insurance and financial products we provide, we can help you meet practically all of your business and personal financial needs. We are licensed or certified in the following lines of insurance and financial products: Life, health, disability, long term care, Medicare, Covered CA, business liability, worker's compensation, etc. Please review our full range of products and contact us.
Deferred annuities offer the advantage of tax-deferral and can be used to accumulate money for retirement.
You can use the articles below to help you learn more about which annuity might be right for you.