Products and Services At-A-Glance

We are dedicated to assisting individuals and small business owners plan for their future financial needs by providing access to an array of products and services including:

  • Life Insurances (Terms, UL, IUL VUL, Whole Life, Survivorship)  
  • Mutual funds ( Large Cap Growth/Value, Small/Mid Cap Growth/Value, International Equity, Asset allocation, Target Date, Sector, bond funds) 
  • ETFs (Exchange Trade Funds)
  • Annuities -(Immediate, fixed, indexed, variable, group) 
  • Long term care and Disability Insurance 
  • Stocks 
  • Money Market
  • Retirement and Tax-Advantaged Accounts- (IRAs, 401k)
  • College savings funds-529 plans, Coverdell Education Savings Account 
  • Health Insurances  
  • Employee Benefit Plans
  • Diversification/Risk Management 
  • Dollar Cost Averaging 






Medical /Dental/Vision/Travel Insurance Direct Quote

Individual Medical Insurance:

For Anthem Blue Cross quotes and apply online, please click: Anthem Blue Cross

For BlueShield quotes and  apply online, please click: Blue shield 

For Healthnet quotes and apply online: please click: HealthnNet

For Kaiser Permanente quotes and apply online, please click: Kaiser Permanente 

For Humana quotes and apply online: please click: Humana

Market Place:

For MarketPlace quotes and apply online, please click: Health Sherpa

For Coveredca quotes and apply online, please click: Coveredca

Dental: 

For Delta Dental quotes and apply online, please click: Delta Dental

For DentaQuest quotes and apply online, please click: DentaQuest

Vision:

For VSP Vision quotes and apply online, please click: VSP Vision

For VSP CoveredCa Vision quotes and apply online, please click: VSP Coveredca Vision

Travel Insurance:

For IMG quotes and apply online, please click: IMG

For GeoBlue quotes and apply online, please click: Geoblue

For HTH quotes and apply online, please click: HTH

For World Trips quotes and apply online, please click: World Trips

For Trawick -non US resident to USA quotes and apply online, please click: Trawick- USA

For Trawick -non US resident to USA and worldwide quotes and apply online, please click: Trawick- USA Comprehensive

For Trawick -Outside Home Country quotes and apply online, please click: Trawick- Safe Travels International