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LTC Insurance Chico CA

Long-term care insurance (LTC) is a relatively new product (the first policies were sold in the 1970s) that pays for nursing home and at-home care.

Mark Thompson & David Venegas
2068 Talbert Drive, Suite 100
Chico, CA
Company
Title: Financial Advisors
Company: Titus & Associates
Education
BS, Business Administration & Finance, University of the Pacific
Years Experience
Years Experience: 7
Service
Education Funding & Financial Aid Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Manageme

Data Provided by:
Douglas Grills
8975 Lawrence Welk Park Drive
Escondido, CA
Service
Medicaid,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,E

Data Provided by:
Mark Thompson & David Venegas
2068 Talbert Drive, Suite 100
Chico, CA
Company
Title: Financial Advisors
Company: Titus & Associates
Education
BS, Business Administration & Finance, University of the Pacific
Years Experience
Years Experience: 7
Service
Education Funding & Financial Aid Planning,Wealth Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Manageme

Data Provided by:
Nelson Rivera
16243 Tuba st
North Hills, CA
Type
Investment Advisor Rep: Yes
Service
401k Rollover From Employer,CD Alternative,Disability Insurance,Annuities,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,Life Settlements,Income for Life/ Preserve Principal,Medicare Planning,Life Insurance,Long-Term Health Care Planning,Retirement Income Accumulation Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Health Care Insurance,Retirement Planning,Business Succession & Liquidation Planning,Education Funding & Financial Aid Planning

Data Provided by:
Alexander Sordia
20501 Ventura Blvd
Woodland Hills, CA
Service
Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Wealth Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Individual Income Tax Planning,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Portfolio Engineering,401k Rollover From Employer,Business Income Tax Planning,Income for Life/ Preserve Principal,Health Care I

Data Provided by:
Chuck Hoffmann
11 Brassie Ct.
Novato, CA
Company
Company: Creative Insurance Planning
Education
San Francisco State University: BA
California State Hayward: Teaching Credential
University California Berkeley, Graduate Studies
Years Experience
Years Experience: 30
Service
Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Business Succession & Liquidation Planning,Estat

Data Provided by:
Joseph Holley
4623 East Blue Bird Avenue
Orange, CA
Education
PennState
Years Experience
Years Experience: 40+
Service
Disability Insurance,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Medicare Planning,Life Insurance,Long-Term Health Care Planning,Retirement Income Distribution Planning,Health Care Insurance,Retirement Planning,Estate Tax Planning

Data Provided by:
Leonard "Biil" Fox
23052-H Alicia Pkwy., #464
Mission Viejo , CA
Company
Title: Financial Advisor
Company: Bill Fox Financial and Insurance Services, Inc.
Type
Investment Advisor Rep: Yes
Education
Santa Ana College - 3 years
Golden West College- 2 years
Years Experience
Years Experience: 18
Service
Disability Insurance,Annuities,Fee Only Portfolio Management,Alternative Asset Class Planning,Mortgage Refinancing,Commission-Only Financial Planning (Full Disclosure),IRA, 401k, Roth IRA, QDRO Rollovers,Insurance & Risk Management Planning,CD Alternative,Retirement Income Distribution Planning,Alternative Investments,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,High Yield Bank Accounts,Investment Consulting

Data Provided by:
Chris Haberl
7777 Center Avenue Suite 120
Huntington Beach, CA
Company
Title: Financial Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Education
Long Beach State, Bachelor of Science, Business Administration
Years Experience
Years Experience: 18
Service
Wealth Engineering,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Fee Only Portfolio Management,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Medicare Planning,Retirement Planning,Investment Consulting & Allocation Design,Estate Tax Planning,Individual Income Tax Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,A

Data Provided by:
John Harcar
1400 Bristol St. No.
Newport Beach, CA
Company
Title: LPL Registered Principal
Company: Asset Plan Partners
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,Alternative Investments,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning En

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