Warren Klein

Warren Klein Email and Phone Number

Owner / Broker at Klein Insurance Services @
Warren Klein's Location
Palm Desert, California, United States, United States
Warren Klein's Contact Details
About Warren Klein

I began my career as a captive agent with New York Life. As a new agent I acheived the goal of being one of the top 20 agents in there highly successful Yorba Linda office.After 4 years I became an independent agent and formed Klein Insurance Services. I taught advanced life insurance sales concept classes as a member of the Orange County Life Underwriters Association (LUTCF Courses) and completed that course of study in the mid 1990's.My experience as a business owner prior to becoming an insurance agent has been a valuable asset as I work closely with small business owners in designing and implementing executive compensation packages, employee benefit programs and business continuation solutions.Specialties: Small Group Health Insurance program design and implementation. Structuring and funding Buy / Sell Agreements. Impaired risk underwriting and policy placement for those who are traditionally considered uninsurable. Life insurance solutions for Estate Planning needs. Disability insurance programs for business owners and executives.With the implementation of the Affordable Care Act and the changes in the Health Insurance arena I have become a certified agent with Covered California and continue to help my clients find the best health insurance solutions both on and off the exchanges, in the small business and individual markets. Long Term Care is a growing focus of my practice as we live longer and the cost of living and care continues to rise. As a broker I shop the marketplace for each clients optimal solution to issue of funding their care in later years.

Warren Klein's Current Company Details
Klein Insurance Services

Klein Insurance Services

Owner / Broker at Klein Insurance Services
Warren Klein Work Experience Details
  • Klein Insurance Services
    Owner
    Klein Insurance Services Feb 1991 - Present
    Palm Desert, Ca And Orange County Ca
    Klein Insurance Services specializes in employee benefit program design and implementation, executive benefit program design and personal life, health and disability solutions.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company 1992 - 1997
    I was a Captive Agent, in the field building my insurance practice
    View
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company 1992 - 1997
    I was a Captive Agent in the field building my insurance practice
    View
  • Renwar Incorporated
    President
    Renwar Incorporated Jan 1987 - Jan 1991
    Wholesale furniture and accessory showroom open to Interior Designers and Architects. Located at the Design Center in Laguan Niguel Ca.
  • Burton S. Klein Incorporated
    President
    Burton S. Klein Incorporated Jan 1971 - Dec 1986
    Wholesale furniture and accessory showroom open to interior designers and architects. Located on Robertson Blvd. in Los Angeles.

Warren Klein Skills

Insurance Life Insurance Disability Insurance Employee Benefits Health Insurance Underwriting Small Business Estate Planning Universal Life Long Term Care Health Savings Accounts Term Life Insurance Fixed Annuities Iras Employee Benefits Design Whole Life 401k Executive Compensation Planning Medicare Impaired Risk Underwriting Business Continuity Planning Long Term Care Insurance Critical Illness Income Protection Indexed Annuities Dental Insurance Vision Insurance Sales Marketing Brokers Individual Health Insurance Retirement Planning Working With Brokers

Warren Klein Education Details

Frequently Asked Questions about Warren Klein

What company does Warren Klein work for?

Warren Klein works for Klein Insurance Services

What is Warren Klein's role at the current company?

Warren Klein's current role is Owner / Broker at Klein Insurance Services.

What is Warren Klein's email address?

Warren Klein's email address is kl****@****.rr.com

What is Warren Klein's direct phone number?

Warren Klein's direct phone number is +176020*****

What schools did Warren Klein attend?

Warren Klein attended Woodbury University.

What are some of Warren Klein's interests?

Warren Klein has interest in Photography, Grilling, Cooking.

What skills is Warren Klein known for?

Warren Klein has skills like Insurance, Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Underwriting, Small Business, Estate Planning, Universal Life, Long Term Care, Health Savings Accounts, Term Life Insurance.

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