Small Business & Retirement Plans
Beverly Hills, California
Financial Expert Witness, Insurance Expert Witness
Qualified Retirement Plans, NonQualified Retirement plans, Annuities,
Self-Directed IRAs, NonQualified Deferred Compensation,
Charitable Retirement Plans, Life insurance, Disability Insurance, Pre-Tax Health Insurance, Long Term Care, Supplemental Health plans, Health Savings Accounts
30 years licensed as Life & Health and Retirement Plans agent.
Research & Reports
Specialist, in Tax-Deferred & Tax-Exempt Income plans
Servicing the general consumer markets since 1989, for those seeking the purchase of individually or family owned life, disability, long term care and health insurance plans.
15 years of annually assisting third party brokers and custodians, whom contract with corporate business owners for group-sponsored employee payroll deduction services; during their open-enrollment seasons.
Among the HIPPA compliant services provided as an agent and benefit counselor include:
Pre-Tax Health Insurance, Disability Insurance, Long Term Care
Life insurance, Supplemental health plans & Social Security options
Health Savings Accounts, Prepaid Legal services & Wellness Benefits
Personally, have worked with over twenty-five fortune 500 companies, including county and municipal government workers; also, meeting with over 5,000 employees and union members 1 on 1 ...
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