Benefits

We help individual and families with benefit plans!

Services

Life Insurance
Common Use Term Permanent
Key person coverage
Salary replacement
Pay final expenses
Provide college fund (More info)
Supplement retirement income
Pay estate taxes

Health Insurance

Since 2014, everyone is required to have qualified health coverage. We can help you get affordable health care coverage if any of these reasons apply to you.

  • Doesn't have coverage yet.
  • Lossing job or county health insurance.
  • Recently moved.
  • New family member by birth, adoption or marriage.
  • Renewal, update, changes to existing coverage.
Click HERE to go to Health Insurance page

Saving & Retirement

Are you seeking a better return than bank rate? Do you want to protect your money with downside protection from stock market? We can help you to start a saving program, minimize tax and grow your money for retirement. Our services includes

  • Rollover 401k / 403b / 457
  • Setup IRA / Roth IRA / SEP IRA
  • Retirement Planning
  • Tax Free Retirement Planning (More info)

Dental/Vision Insurance

Dental/Vision Insurance are not included in adult dental health insurance. We can help you to quote and apply for dental or vision insurances that is suitable for your needs and accepted by your preferred dentist or eye doctor. You may also click the link below to quote and purchase Dental/Vision Insurance.


Click HERE to go to Vision Care Plan page

Click HERE for a Free Quote on Dental and/or Vision Insurance


Home Insurance

Protect your home with homeowner or rental insurance.


Car Insurance

Drive a car? Let's us help you to save on car insurance.


About Us

We provide free consultation to help you with services with benefits to protect your health and wealth.

Who We Are

We are licensed professionals helping you to setup benefits plans.

First Class Brand

We are able to bring the best value benefits plans among the different brands of companies to you.

Covered California

Need help with State of California's Health Benefit Exchange? Let us know.

What Our Clients Say

Contact Us

Phone # 1 (415) 939 1382
Fax # 1 (415) 738 7886