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Beverly L.


San Francisco, CA
Hometown: San Francisco

Member since:

November 14, 2012

What kind of business do you have?

financial education and solutions, related To insurance, annuities, long-term care insurance, and tax efficient strategies.

Who are your ideal clients?

small business owners, new families and pre-retirees.

What are you hoping a business support group can provide you? (i.e. marketing help, networking, referrals, inspiration, empowerment?)

Qualified business owners who need help planning retirement, protect assets, business transition , how to keep partners.

Do you have a business resource you find valuable?

Share good tax strategies, consultation appointment .


Hi, I am really looking forward to meeting you , as entrepreneurs we need business contacts and support , this is the place to be!

What Beverly L. is saying about this Meetup Group

Its evolved to quality vs. quantity. Thanks to those who actually rsvp and attend for our short session. We get it done! Built on relationships as we continue to see each other.


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