Insurance Solutions - Retirement | Medicare Supplement | Long Term Care | Prepaid Funeral
Retirement should not be a game of guessing and gambling. Save effectively no matter what happens within our economy. Learn the secrets other people use to retire with more money and peace of mind.
Keywords: fixed annuities, index annuities, permanent life insurance, cash value life insurance, IUL, pensions, pension plans, 401K conversion, 401k rollover, IRA conversion, higher interest rates, small business 401K, tax-deferred savings, tax-free accounts, tax-advantaged savings, CDs, Roth IRA, medicare supplement, longterm care, prepaid funeral
Interview Q&A
How do you differentiate yourself from other businesses in your category and area?
#1 We service individuals who are already retired, as well as those who seriously desire to retire sooner with greater safety + higher interest rates.
#2 Creative ideas to avoid taxes and leave more to heirs legally
#3 Small business owners who prefer to stay with traditional 401K Plans may be able to attain a new 401K plan which 1) allows owners to set aside a larger percentage of their income for retirement and 2) reduce maintenance/service fees on all employees
How many locations do you have and do you have plans to expand?
One location to serve all of San Diego county. Many services can be done over the phone and through the mail.
Provide detailed directions to your location
From the 805, exit H Street East; Turn north onto Tierra Del Rey, past Costco to the end of the cul de sac into Rancho Del Rey business complex. Look for office on first floor at the end of the complex.
What type of payments do you accept?
Qualified and non-qualified funds can be moved via check from your current account to the bank or insurance company of your choice.
Which areas do you service?
Licensed to serve the entire state of California, as well as Nevada, New Mexico, and Texas.
What is the best compliment anyone can give you?
You are the most honest insurance man I have ever met - thank you for helping me and my family.
What is your favorite quote or Bible verse?
Prov 3:5-6
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