At Dentists Insure, we work exclusively with dentists to customize insurance plans specific to the needs of your family and practice. Without compromising the coverage, we strive to put money back into your pocket, working in your interest, not the interest of the insurance companies.

Extremely detailed and thorough. I offer outstanding customer service by nurturing strong relationships with clients, claim supports, and saving clients money. In depth knowledge on markets pertaining to dentist business owners, multi-family and senior housing, e-commerce, and mid size businesses.

o Creates content for promotional materials, sales folders, fact sheets, meeting summaries and other marketing materials.o Manage marketing campaign to medical professionals and coordination of stakeholders (CPAs, Attorneys, Consultants, etc) for financial planning.o Coordination of client services, delivery and completion of investment paperwork, ensuring investment deadlines are met. o Oversees budget and regulates to ensure office practices comply to FINRA and SEC compliance… Show more o Creates content for promotional materials, sales folders, fact sheets, meeting summaries and other marketing materials.o Manage marketing campaign to medical professionals and coordination of stakeholders (CPAs, Attorneys, Consultants, etc) for financial planning.o Coordination of client services, delivery and completion of investment paperwork, ensuring investment deadlines are met. o Oversees budget and regulates to ensure office practices comply to FINRA and SEC compliance requirements. Show less

o Supported the SB391 (California Homes and Jobs Act) Campaign by leading and preparing meeting agenda and materials for trainings given to regional policy groups across Southern California.o Coordinated lobby visits at State Capitol and legislator local district offices on the importance of affordable housing. o Analyze and communicate affordable housing and related policies; track developments in federal and state policy as related to housing; forecast policies changes; and initiate… Show more o Supported the SB391 (California Homes and Jobs Act) Campaign by leading and preparing meeting agenda and materials for trainings given to regional policy groups across Southern California.o Coordinated lobby visits at State Capitol and legislator local district offices on the importance of affordable housing. o Analyze and communicate affordable housing and related policies; track developments in federal and state policy as related to housing; forecast policies changes; and initiate LifeSTEPS plan of response to policy matters.o Moderator (founder in 2011) of working group called Resident Services Support Network, a resident service provider collaborative hosted under the San Diego Housing Federation. Show less

o Moderator (founder in 2011) of working group called Resident Services Support Network, a resident service provider collaborative hosted under the San Diego Housing Federation. Prepare materials for meetings and take away assignments for rest of leadership team.o Demonstrated knowledge of impacts of built environmental design and transportation on public health of families and seniors living in affordable housing.o Working knowledge of federal, state, and local laws, regulations and… Show more o Moderator (founder in 2011) of working group called Resident Services Support Network, a resident service provider collaborative hosted under the San Diego Housing Federation. Prepare materials for meetings and take away assignments for rest of leadership team.o Demonstrated knowledge of impacts of built environmental design and transportation on public health of families and seniors living in affordable housing.o Working knowledge of federal, state, and local laws, regulations and requirements pertaining to public health policies, programs and plans.o Regular guest lecturer to UCSD Pharmacy School to train upcoming pharmacists on the needs of seniors. Show less