Saving on Life Insurance: Comparing Quotes and More Visalia 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.

Ms. Karen A. Lindberg (RFC®), CFP
(559) 732-0232
128 E. Main Street
Visalia, CA
Company
Investment Centers of America, Inc.
Qualifications
Education: BA EconomicsCFPRFC
Years of Experience: 18
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
David Levinson
18872 MacArthur Blvd
Irvine, CA
Company
Title: Registered Principal and Branch Manager
Company: Newport Coast Securities, Inc. Member FINRA/SIPC
Type
Investment Advisor Rep: Yes
Education
B.S. Business Saint Louis University
Years Experience
Years Experience: 30
Service
Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,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,Fee Only Portfolio Management,Wealth Engineering,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Disability In

Data Provided by:
Paul Bonapart (RFC®), JD
(415) 927-2555
520 Tamalpais Drive, Suites 103 & 104
Corte Madera, CA
Company
Financial Security Planning Services, Inc.
Qualifications
Education: JD, RFC
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Phil Zaczek
1453 3rd Street
Santa Monica, CA
Company
Title: Vice-President Financial Advisor
Company: Morgan Stanley Smith Barney
Type
Investment Advisor Rep: Yes
Service
Portfolio Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insurance,Investment & Portfolio Management,Commission-Only Financial Planning (Full Disclosure),Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning

Data Provided by:
Mr. Jared M. Stancliffe (RFC®), CSA
(661) 496-4995
14703 Merlot Cellars Dr
Bakersfield, CA
Company
Stancliffe Marketing, Inc.
Qualifications
Years of Experience: 15
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Life Insurance, Disability Income Insurance, Asset Protection

Data Provided by:
Mr. Stanley H. Shawl (RFC®), CHFC, CLU, CSA, MSFS
(559) 798-0663
16867 Avenue 328
Visalia, CA
Company
Shawl Insurance Services
Qualifications
Education: BS, MSFS
Years of Experience: 49
Membership
IARFC, FPA, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Retirement Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Auto Home Insurance, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Foundations, Asset Protection, LiabCover

Data Provided by:
Peter Christenson
2 Park Plaza, Suite 1100
Irvine, CA
Company
Title: Senior Financial Advisor
Company: Ameriprise Financial Services, Inc.
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Annuities,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Wealth Management,Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Fee-Only Comprehensive Financial Planning

Data Provided by:
Joshua Mosshart
2625 Townsgate Road Suite # 330
Westlake Village, CA
Company
Title: President
Company: Mosshart Wealth Management
Type
Investment Advisor Rep: Yes
Education
American College
National Association of Financial and Estate Planners
Institute of Business and Finance
Years Experience
Years Experience: 11
Service
Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession

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:
Glen J. Gray (RFC®), CSA
(530) 885-8999
542 Sawka Dr
Auburn, CA
Company
Zuk Financial Group
Qualifications
Education: BA
Years of Experience: 43
Membership
IARFC
Services
Invoice, Retirement Planning, Employee Benefits, Mutual Funds, Mortgage Loans, Annuities, Life Insurance

Data Provided by:
Data Provided by: