Walnut Creek, CAUSA
Hometown: Pleasant Hill
December 8, 2011
I am an independent insurance agent and broker. My office is in Walnut Creek and I service all throughout California.
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
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.
Thanks for joining the Walnut Creek Events Meetup! We look forward to seeing you at our next Networking Event on Feb. 23rd at Eleve Restaurant in Walnut Creek. Check out everyone's positive comments and reviews from the last event. http://www.meetup.com/walnutcreekeven...
Johnny - I'll call you Thurs (18th) at 10 AM - should I call 1 [masked] : Don
Phone is fine - my schedule is open on Thursday (18th) in the AM - [masked] or I can call you - not a good time let me know what works : Don
Will not be attending - but perhaps there's a time we can connect with a quick phone call : do you do business in the San Mateo area?