Our
Services
Purchasing the right insurance
that meets your needs can be challenging. Insurance can be one of the most important
ongoing purchases you make to protect yourself and your family from financial
hardship. Since your needs and financial situation change over time, it is important
to understand and review your insurance policies annually to decide if the same
policies are still right for you.
Our company offers
a virtually unlimited list of capabilities. When it comes to our business, we
offer our customers a powerful resource and a recipe for success. Listed below
is a comprehensive list of companies we represent and products and services we
offer to our clients.

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Employee Health Insurance
- Aetna
- Best Health Plans
- Blue Cross of California
- Blue Shield of California
- California Choice
- CIGNA HealthCare
- Community Health Plan
- Employers Choice
- Health Net
- Kaiser Permanente
- Nationwide Health Plans
- Pac-Advantage
- PacifiCare of California, Inc.
- Sharp Health Plans
- Principal
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Group Disability, Life & Vision Plans
- Aetna
- Best Dental Plans
- Blue Cross of California
- Blue Shield of California
- Delta Dental
- DentiCare
- Nationwide Health Plans
- PacifiCare of California, Inc.
- Smile Saver
- Metlife
- Guardian
- Ameritas
- Unum
- Transamerica
- Vision Plan of America
- Vision Service Plan
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Employee Benefit Plans
- International Health Plans
- Section 125 Administration,
Cafeteria Plans
- Retirement & Pension Plans
- Voluntary employee benefit plans (Dental, Life, Disability, Cancer
care)
- Pre-Paid Legal Services (link)
- E.P.P. (Employee Assistance Programs)
- Health Savings Account
- Medical Savings Account
- Split Dollar Plans for Businesses
- Key Employee Plan
- Executive Bonus Plans
- 401k Plans
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Options For Self-Employed
- Retirement - 401K Solo, 457, 403B, IRA, SEP, KEOUGH,412-I
- Disability
- Long Term Care
- Health, Dental, Vision Plans
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For Individuals & Family Plans
- Individual Health Insurance
- Temporary Health Insurance
- Long and Short Term Disability Insurance
- MSA - Medical Savings Accounts
- HAS - Health Savings Accounts
- Long-Term Care Insurance-Tax Qualified, Non-Tax Qualified,
Partnership, Cash Value
- Life Insurance - Term, Universal, Whole, Equity Indexed
- Dental - HMO, PPO
- Self-Funded Plans
- Point of Service Plans
- International Plans
- Viatical & Life Options Settlements
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Top Cos. For Individual Health,
Dental, & Nationwide
- Blue Cross of California
- Blue Shield of California
- HealthNet
- Delta Dental
- PacifiCare of California, Inc.
- Golden West Dental Plan
- Safeguard Dental
- Smile Saver
- GE Dental & Vision
- Kaiser
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Senior Insurance
- Medicare Supplements
- Long-Term Care Insurance
- Final Expense Plans
- Life Insurance
- Retirement Planning
- Estate Planning
- Annuities
- Senior Dental Plans
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