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Specialties
Life insurance, Long-term care insurance, Fixed annuities, Final expense, Juvenile life insurance, Business succession insurance
History
Established in 2012.
I am passionate about helping families learn how to make their money work for them by showing them how they may achieve their goals through sound financial decisions based on products that meet their needs. I want to help my clients create the life of their dreams. I have personally had close family members and friends die without insurance and others that have spent all of their hard-earned money on end of life care and become destitute. I am licensed in life and health insurance. CA License #0H98718
Meet the Business Owner
Carol C.
Business Owner
I received my insurance license in 2004 in Idaho where I worked for a great group of guys at «The Insurance Group». Since moving back to CA in 2012 I have become a licensed independent agent, CA License #0H98718, and I write insurance for several companies.
I have always liked helping people and believe that I can help more people as an insurance professional. My clients are the reason I come to work everyday. I also like helping new agents get started in the insurance industry. My motto is «Plan Today for Tomorrow».
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