Shopping for Life Insurance Quotes for a Good Long-Term Plan Chico CA

Financial planners are reminding Americans to plan on living a long life when it comes to retirement savings - something that also applies when it comes to shopping for life insurance quotes.

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:
Jean Showalter (RFC®), CHFC, LUTCF
(909) 798-5318
308 E. Citrus Avenue
Redlands, CA
Company
State Farm Insurance
Qualifications
Education: BS
Years of Experience: 10
Membership
IARFC
Services
Invoice, Business Planning, Retirement Planning, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Medical Insurance, Auto Home Insurance, Healthcare Accounts, LiabCover

Data Provided by:
Mr. Thomas K. Thorson (RFC®), CEP, CSA, LUTCF
(209) 522-0250
1101 Standiford Ave., Suite C-2
Modesto, CA
Company
Thorson Financial Estate Management, Inc.
Qualifications
Education: BA
Years of Experience: 23
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Arthur H. Singer (RFC®), CHFC, CLU, RHU
(805) 522-9200
3150 Kawai Court
Simi Valley, CA
Company
Arthur Singer CLU, ChFC, RHU, REBC, CASL, RFC, AEP
Qualifications
Years of Experience: 32
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Executive Compensation Planning, Retirement Planning, Seminars Work, Employee Benefits, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Mr. Simon Singer (RFC®), CFP
(818) 728-5961
4266 Valley Meadow Rd.
Encino, CA
Company
the Advisor Consulting Group
Qualifications
Education: CFP
Years of Experience: 43
Membership
IARFC, MDRT, FPA, AALU, NAIFA
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Family Offices, Mutual Funds, Annuities, Life Insurance, Business Coach, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Timothy Cartier
2582 Fletcher Pkwy
El Cajon, CA
Company
Title: Financial Advisor
Company: Cartier Financial Group
Years Experience
Years Experience: 30
Service
Retirement Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning

Data Provided by:
Steven Edwards
950 E. Katella Ave. Suite 7
Orange, CA
Company
Title: Investment Consultant
Company: Oakstone Wealth Management
Type
Registered Investor: Yes
Education
Mt. San Antonio College
Years Experience
Years Experience: 17
Service
401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Retirement Income Distribution Planning,Life Settlements,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Life Insuran

Data Provided by:
Mr. Thomas E. Boles (RFC®), MBA
(619) 260-6040
1011 Camino Del Rio S. Suite 320
San Diego, CA
Company
Telesis Financial & Insurance Services
Qualifications
Education: MBA - Finance
Years of Experience: 15
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Employee Benefits, Mutual Funds, Mortgage Loans, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Richard Overdorff, CFP®
120 Vantis, Suite 300
Aliso Viejo, CA
Company
Company: Medallion West
Type
Investment Advisor Rep: Yes
Education
Penn State University MBA
Years Experience
Years Experience: 29
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,Reverse Mortgage,Disability Insurance,Retirement Planning,Long-Term Health Care Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee Only Portfolio Management,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alte

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

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