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.

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

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

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

Options For Self-Employed

  • Retirement - 401K Solo, 457, 403B, IRA, SEP, KEOUGH,412-I
  • Disability
  • Long Term Care
  • Health, Dental, Vision Plans

 

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

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

Senior Insurance

  • Medicare Supplements
  • Long-Term Care Insurance
  • Final Expense Plans
  • Life Insurance
  • Retirement Planning
  • Estate Planning
  • Annuities
  • Senior Dental Plans
 

 

Companies We 

  • Aetna
  • Ameritas
  • Blue Cross of California
  • Blue Shield of California
  • C.N.A.
  • Delta Dental
  • Great West Life & Annuity
  • Hartford Life
  • Health Net
  • ING Financial
  • Lincoln Benefit Life
  • Manulife
  • Mass Mutual
Represent
  • MetLife
  • Nationwide Financial
  • Oppenheimer Funds
  • Pan American Life
  • Phoenix Home Life
  • Principal Financial Group
  • Prudential Financial
  • T. Rowe Price
  • TransAmerica
  • United Life
  • UnitedHealthcare
  • Unum
  • Vanguard
  • Zurich

Contact us today so that we may help you. We are here to serve you!

                               
 

 

 

 



 

 

 


 

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