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LTC Insurance Redding 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.

Kim Short
6526 North Chance Ave.
Fresno, CA
Company
Company: Shawna Short
Type
Investment Advisor Rep: Yes
Service
Fee Only Portfolio Management,Income for Life/ Preserve Principal,Disability Insurance,Annuities,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning,Fee-Onl

Data Provided by:
Josie Mazzone
24801 Del Prado
Dana Point, CA
Education
2 years/Jamestown Community
Ca. Brokers License
Years Experience
Years Experience: 30
Service
Health Care Insurance,Retirement Planning,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,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),I

Data Provided by:
Steve Angelo
2259 Chateaux Way
Corona, CA
Company
Title: Financial Advisor
Company: Preferred Benfits Services
Years Experience
Years Experience: 20+
Service
Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Wealth Management,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,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commiss

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:
Kathy Steinbrecher, CFA
1850 Mount Diablo
Walnut Creek, CA
Company
Company: LPL Ffinancial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of California, Berkeley
Years Experience
Years Experience: 18
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Mar

Data Provided by:
Bruce Cutting
413 Noth Central Ave.
Upland, CA
Service
Portfolio Engineering,High Yield Bank Accounts,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,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,Captive Insurance,Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternat

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:
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:
James Woyce
5121 North Ravine
Fair Oaks, CA
Company
Company: James Woyce, CPA
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alt

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

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