Getting it right the first time.

General Info

Over 25 years of sales and administrative experience in financial industry and personal insurance. Three main services areas: 1) associate support to financial planners and advisers and insurance agents, providing research, evaluation and status of existing insurance plans, personal risk mitigation, analysis, and possible new considerations for existing or new clients (these services may be tax deductible as a business expense - consult with tax adviser); 2 - In concert with other advising professionals, help business owners and executives evaluating new or existing plans to protect company in case of loss of key person due to illness or injury; and 3- Consumers that need objective, unbiased (no sales!) help determining what to do with older, cash-value life policies, if or how much coverage is needed, and the range of price options that may be considered reasonable given specific economic conditions, medical history, and ability to pay. Will work with existing insurance agent, legal, and accounting advisers for best coverage solutions.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat:	9:00 am - 2:00 pm
Sun	Closed

Martin Luther King Day

2024/01/15	Closed

Presidents' Day (Washington's Birthday)

2024/02/19	Closed

New Year's Day

2024/01/01	Closed

Memorial Day

2024/05/27	Closed

Veterans Day

2024/11/11	Closed

Thanksgiving Day

2024/11/28	Closed

Christmas Day

2024/12/25	Closed

Independence Day

2024/07/04	Closed

Categories

Insurance Consultants & Analysts, Annuities & Retirement Insurance Plans, Insurance, Life Insurance, Long Term Care Insurance

Payment Options

Location

First meeting can take place at any location and is always at no charge.

Accreditation

National Association of Insurance and Financial Advisors (NAIFA)

National Ethics Association (www.ethics.net)

Fellow, Life Management Institute (FLMI)

Certified Long-term Care planner (CLTC)

Utah Valley Hispanic Chamber of Commerce

Associations

National Association of Insurance and Financial Advisors (NAIFA); Fellow, Life Management Institute (FLMI), Certified Long-term Care planner (CLTC), National Ethics Association (www.ethics.net)