Walnut Creek, CAUSA
Hometown: Pleasant Hill
December 8, 2011
My position in my company allows me to grow professional while educating clients on the benefits of insurance. Are you maxed out on your 401k Plan and/or looking for ways to supplement your retirement income? Ask me about Indexed Universal Life!
I provide superior customer service and friendly advice!
Many folks understand the concept of insurance, but see it as a necessary evil. I educate my clients that insurance is a good thing to have, even though you spend the money. Chances are, you will have a catastrophic loss that can affect your family! Having the right policies (Life, Home, Auto) will help you get back on track and provide the financial support in the time of need. One client came to me complaining that their 401k wasn't looking healthy after the 2008 crash. I explained that sometimes, they have to think out of the box and showed them the Indexed Universal Life Policies and when structured correctly, they will create a cash value, which will continue to grow after retirement years and provide a comfortable income to keep their lifestyle.
How can I help you with your business? Want me to introduce you to fellow business owners and colleagues? Let me know who you want to network with and I'll set up an introduction.
No answer yet
I am an independent insurance agent and broker. My office is in Walnut Creek and I service all throughout California.
As the organizer, I see the group getting more and more experienced in networking as well as sharing information and ideas on how to build their own business.