Insurance & Annuities

My Commitment

You may know me as your local Realtor, but I wanted to let you know that I have expanded my business to include Life Insurance & Annuities. These fields go hand in hand, as I want to help you protect your investment and your future financial health. Life insurance is about so much more than just a policy that pays your loved ones when you are gone.  I want to work with you to provide the essential financial education, and to be here to answer any questions regarding life insurance, annuities and retirement planning.

Our team is much larger than what you see and very diverse. We offer this education and services in many languages: Spanish, Korean, Farsi, Japanese and more.

Life Insurance

  • Protect & grow your estate
  • Combining the benefit of traditional life insurance while building a tax-deferred cash value
  • Living Benefits/Long Term Care – accelerate benefits in case of critical illness or chronic illness (when you are unable to take care of yourself)
  • Build a “head start” for your child

Fixed Annuities

  • Tax-deferred growth
  • Builds your own income for life
  • Diversification of investments
  • Safety of principal investment
  • Index options – offer investments tied to indexes like S&P 500. Potential for larger growth while offering protection in a downturn
  • Income Rider options for increased monthly payments in case of chronic illness and needing long term care

 

Who I Work With