Current Location : 92647
Very strong with ALL forms of employee benefits except retirement. Very strong advisor for buy-sell planning, estate planning, business continuation planning Very strong in Individual life, heatlh and disability insurance Moderately active in senior products like: annuities, medicare supplements and long term care. Huge advocate for charitable giving and planning. No cost to review existing insurance. Take pride in putting customers with the type of insurance that meets their objectives, budget and value. Also, enjoy taking time to educate customers on how their insurance works and what pitfalls to be aware of with each option available.
Business Hours | ||
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Day | Opening | Closing |
Mon - Thu | 9:00 AM | 5:00 PM |
Fri - Sun | Closed |