What We Do:

•  Annuities: wide assortment of products availabel from Allianz, American Equity, ING, Indy Life, etc.
• Life Settlement: We bring in at least six vendors to bid on your life policy. Must be 65 years or older.
  
• Life Insurance: Indy Life, American Equity, American Investors, Allianz, ING., and more. 
• Health Insurance: Health Net - PPO., Blue Shield of CA, Blue Cross of CA, Aetna, United Health, Pacific Care, Horizons, and Evercare
• Money Merge Account, (MMA): Pay-off mortgage in 1/3 to 1/2 of the time left to pay-off. 

What's New?

Life Insurance Settlement: a sale of life insurance policy that gives the policy owner a cash settlement in excess of the current cash surrender value. You may qualify if you are over the age of 70 or living with illness.

• You can no longer afford to keep up with the premium
  
• Purchase a life product or an investment vehicle that better suits your financial needs.
  
• Fund a lifelong dream
• Take a long awaited vacation