Saving on Life Insurance: Comparing Quotes and More Chico CA

Life insurance isn’t a fun topic; we all know this. And I’m not going to try and trick you into believing that life insurance is the coolest thing you’ve ever spent money on, because, well, it’s not. Cars, books and in my case, shoes, are much cooler things to spend money on.

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:
Luciano A. Bortoletto (RFC®), CEP, CSA, LUTCF, RHU
(916) 242-9311
7938 Auburn Oaks Village Ln.
Citrus Heights, CA
Company
Mutual of Omaha
Qualifications
Education: BS-Business Administration, CSU SacramentoLife Underwriters Training CouncilNumerous Company and Industry Educational & Training Courses
Years of Experience: 32
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Yen Tham
1984 Bluffhill
Monterey Park, CA
Service
Annuities,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Alternative Investments,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Income for Life/ Preserve Principal,Disability Insurance

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:
Patrick Kenedy
2511 Garden Rd. Ste. A-175
Monterey, CA
Company
Title: President
Company: Kenedy Capital Consultants
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Pension for Hi

Data Provided by:
Mr. Wornel Simpson (RFC®), LUTCF
(916) 503-3196
821 Hawkcrest Circle
Sacramento, CA
Company
FSC Securities Corp
Qualifications
Education: BA
Years of Experience: 30
Membership
IARFC, FPA, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Charitable Planning

Data Provided by:
Mr. Richard K. Whitaker (RFC®), CHFC, CLU
(707) 442-1505
3932 Walnut Drive
Eureka, CA
Company
Richard Whitaker Insurance Svcs., Inc.
Qualifications
Education: AA
Years of Experience: 30
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Ms. Leilani A. Kimmel-Dagostino (RFC®), MBA
(310) 793-0015
2390 Crenshaw Blvd. #731
Torrance, CA
Company
Primerica Financial Services
Qualifications
Education: BA-Northern Illinois UniversityMBA-Pepperdine University
Years of Experience: 9
Membership
IARFC
Services
Invoice, Portfolio Management, Retirement Planning, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Robert L. Powell (RFC®), MBA
(415) 286-0445
185 San Leandro Way
San Francisco, CA
Company
Torrey Pines Securities, Inc.
Qualifications
Education: MBA The Wharton School, University of Pennsylvania
Years of Experience: 11
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Charles Putney
lpine Road
Walnut Creek, CA
Company
Title: Certifed Financial Planner
Company: Putney Financial Advisors
Service
Income for Life/ Preserve Principal,Alternative Investments,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession & Liquidation Planning,Estate Tax Planning,As

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