office (415) 469-8862
fax (415) 469-0175

 

Insurance & Annuity

Life Insurance

As an Insurance Agent, licensed through California Dept of Insurance, we would be happy to assist you with analyzing whether or not you have enough life insurance for your family or reviewing your existing life insurance policy. We will then assist you with selecting the right life insurance coverage and policy that suits your needs.  With a lot of insurance companies out there selecting the right insurance product and good credit rating company can be overwhelming. Let us do the “life insurance comparison” shopping for you for the competitive premium.   As an Independent Insurance Agent we are not tiede life insurance company or products.  We will find products that meet your objective.  We will assist you with the insurance application process to ensure the completion with ease.

Annuity Investment

We will assist you with selecting the right Annuity as part of your total investment portfolio.  Due to many types of annuity products, choosing the right one can be confusing.  Do I select Fixed annuity, Fixed Equity Index annuity or Variable annuity? Should I exchange Variable annuity? These are the questions we can answer for you.   As an Independent Agent we are not tied any particular Annuity company or Annuity products. We will find an Annuity that meets your objective.  We will assist you with the application process to ensure the completion with ease.

For more information about life insurance and annuity visit FINRA’s web-site.

 

Life Insurance 
License #0B46636