We Help with
Life Insurance.
Protect Your Business & Family
with
Life Insurance
Term Life Insurance is the most cost-effective way to PROTECT:
Family + Business + Assets
We have over 50+ insurance carriers available with a variety of options:
Instant Coverage + Coverage from $25,000 - $10,000,000 + Monthly Payments
No Medical Exam + Healthy Living Discounts + Living Benefits
How can we help your business?
We Speak Tax Credits
Tax credits can be a time-consuming & complicated endeavor; which is why we represent specialty tax & accounting firms that handle all the heavy lifting.
Most businesses are surprised to learn they are entitled & eligible to lucrative tax credits & savings.
BUSINESS LIFE INSURANCE
Every business has key personnel and owners. Business life insurance provides the protection a business needs just in case an unforeseen event occurs. Planning for challenges ensures a smooth transition.
Key Person Life Insurance | Buy/Sell Agreements
LIFE INSURANCE
We are independent insurance brokers. Which means we are not STUCK with ONE insurance company, we secure you the best policy for your unique circumstance. Our Quote Tool has 50+ insurers offering their products. We offer:
Term | Permanent Cash Value Policies | Final Expense
VOLUNTARY BENEFITS
Voluntary benefits play a critical role in protecting an employee's income and family.
Find out how you can offer Voluntary Benefits
at No Cost to Your Employees
GROUP HEALTH & BENEFITS
We focus on High Deductible Health Plans with a Health Savings Account (HSA). The Triple Tax benefits of the HSA provides a strong motivation for employees & employers alike.
Medical + Dental + Vision + SIMRP + HSA + GAP
Promote Our Community
Let's Promote Our Community Together
I have been thinking about how I can promote my community. I wanted to do something personal because nothing promotes a business better than when a customer says to a potential customer, "the food is great there" or "talk to John, he took care of me" or the all-time favorite, "let me make a call for you".
I am aware of Yelp, Facebook, Twitter, etc. This effort is about keeping it local and promoting the people you do business with every day. Anybody can buy an ad on Facebook or Google and get lost in the forest of millions of people being bombarded by ads. This is my attempt to make it Personal again.
Call me old-fashioned; I enjoy going to businesses where I know the owner, the general manager, or a key employee. I enjoy the transaction and a relationship is formed; the heart of the community gets stronger.
If you are inspired and you have a website, create your own Promote Our Community page and list the businesses you frequent and support. It can be Business to Consumer (B2C) or Business to Business (B2B) or both. You can use social media too. Whatever you decide just do something because, in the end, the people of our community are going to be the ones that get us back to normal.
Click "Promote Our Community" below and see my recommendations.
At Your Service
From Orange County, we cover California.
We work with you to listen to your goals, and we develop a strategy to satisfy your requirements with insurance products from the leading insurers.
You have the advantage, today. Take the opportunity to schedule an appointment with an agent: