Independent Insurance Agency - Medicare Health Plans, Medicare Advantage and Supplements, ObamaCare Health Plans, Life and Long Term Care, Employer Group Plans

► Local, Independent Insurance Agent - personalized service with exemplary customer service skills. There is NO BROKER FEE for a consultation. I accept the insurance carriers commissions only.► Licensed with over 40 ins carriers-more choice so I can customize Plans to my clients' needs. Certified with 13 carriers for Medicare Advantage and Part D Plans. ► Retirement Income Strategies including Social Security Maximization - never outlive your money and outpace inflation! I create strategies to help you afford your dreams :)► Protecting the 'if's' in life...'if' you live too long, 'if' you die too soon and 'if' your body just wears out► I create innovative strategies on how to support your favorite charity/church while keeping your estate WHOLE...both NOW money and future money!► Educating your workforce on how to best coordinate Medicare with your Employer Group Health Plan. This is a WIN, WIN, WIN for all! I have saved companies hundreds of THOUSANDS of dollars, gave an increase in pay to the employees (eliminating their health insurance premiums) and gave the employees more choice in doctors with better coverage and less out of pocket costs! Gotta love it!! ► I have surrounded myself with a hand-selected Team of other professionals (Financial Advisors, Tax Professionals, Employer Group Health Agents, Estate and Elder Law Attorneys, Home Loan Pros, Real Estate Agents, Senior Care, etc.) that are a soft pillow for which my clients can land as they move through various stages of their lives. These professionals have several things in common...they are heart-centered, are specialist in their fields and full of love and joy! We meet and communicate to discuss issues that are transpiring in our own field of expertise while learning about how we can enhance our clients even more. ► I conduct educational workshops for companies, churches, non-profit organizations so they can learn valuable and life-changing strategies that will enhance their lives!

As a mentor, trainer and motivator, I help insurance agents and other professionals bring value to their current client base while increasing their revenue by offering Health Insurance/Medicare Plans. Excelling at innovative marketing strategies, I give you the tools needed to create a constant stream of referrals. Insurance experience is not necessary but if you already have a client base, you're way ahead of the game. Who is half-way there already?-- P & C Agents-- Life/Health Agents-- Long Term Care Agents-- Employer Group Health Agents-- CPAs-- Enrolled Agents-- Financial Advisors-- Commercial Insurance Agents-- Supplemental Benefit Insurance AgentsThink about it...your Medicare-eligible clients are going to secure their insurance through someone, WHY would you send them to another person that may have ulterior motives to steal your business? When I first was certified, I sat in a room with a CPA on one side and a P & C Agent on the other side. I asked both, "Why were they getting Medicare certified?" Their answer...that's how they are fishing for new business. LOCKOUT YOUR COMPETITION by offering Medicare insurance yourself. We have contracts with all major carriers including United HealthCare, Aetna, HealthNet, SCAN, Anthem, Blue Shield along with Easy Choice and CareMoreYou may be a good fit for my Team if you are:► Coachable► Have a huge heart► Realize the value of marketing► Willing to invest time and resources► Self-Motivating► Fearless ► Ok with earning more $$► Fun I can teach you about Medicare, I can't teach compassion & self-motivation. For people possessing the aforementioned qualities, I have proven to:--increase revenue--create and maintain residual income--illustrate how best to brand themselves--design and build a community footprint--build loyal, raging fans--gain the respect of referral sources that freely provide you with an endless stream of referrals --enjoy a fulfilling, prosperous life with purpose!

As a Financial Advisor and Insurance Agent my practice consisted of helping individuals and families reach the goals they never dreamed of :)

The Futures Tour is the feeder Tour to the LPGA Tour. This event helps train women golf professionals for the big show. For me, basically I was blessed to use my event coordinating and motivation skills to raise money for local charities while giving young women a platform to reach their dream of playing on Tour!My role consisted of marketing, sponsor sales, assembling volunteer team, organizing pro-am tournament and working with Futures Tour staff members.

The Nike Tour (now Nationwide Tour) is the feeder Tour to the PGA Tour. This event helps train male golf professionals for the big show. For me, basically I was blessed to use my event coordinating and motivation skills to raise money for local charities while giving young men a platform to reach their dream of playing on Tour! Being the Executive Director of the Inland Empire Open, I managed the executive functions of the 501 (c) (3)...planning, attending and preparing reports for Board meetings, led fund-raising event, stayed abreast of legal and accounting issues and all pubic relations. I also wore the title of Tournament Director for the non-profit's sole fund raiser, a PGA Tour Golf Tournament. Responsibilities included amassing, organizing and motivating over 600 volunteers, selling sponsorships, creating a community buzz, marketing, working along side PGA Tour staff operations and putting on a quality event on a shoestring budget. The event was deep in debt when I took over the leadership role and with the help of a strong Board of Directors, we not only dug our way out of debt but after 4 years but proceeded to contribute hundreds of thousands of dollars to local charities! A feat which I am quite proud.