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We have years of insurance experience helping clients prepare for the unknown with Life and Health insurance. Ask us about Home, Auto, Fire, Flood, Theft, and many more coming soon! We can access any insurance product so you can get the right one for you.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. Call us today, and we'll analyze your insurance needs and get you covered quickly at the right price.
Everyone has different insurance needs. Call us today for a personalized business or individual assessment and find out how we can help protect your hard-won assets.
A life-only agent is an insurance professional who specializes in selling life insurance policies to clients. In California, a life-only agent is licensed to sell life insurance policies exclusively
Life-only agents work closely with clients to assess their insurance needs, financial situation, and risk tolerance to determine the appropriate type and amount of life insurance coverage. They may also assist clients with selecting beneficiaries, choosing policy riders, and managing premium payments.
In addition to selling life insurance policies, life-only agents may also provide ongoing support to clients by answering questions, addressing concerns, and making adjustments to their policies as needed. They strive to build long-term relationships with clients based on trust, transparency, and a commitment to helping them achieve their financial goals.
A life and health agent is an insurance professional who is licensed to sell both life and health insurance policies to clients. In California, a life and health agent is authorized to sell policies that cover medical expenses, disability, long-term care, and other health-related issues, in addition to life insurance policies.
Life and health agents work closely with clients to assess their insurance needs, financial situation, and risk tolerance to determine the appropriate type and amount of insurance coverage. They may also assist clients with selecting beneficiaries, choosing policy riders, and managing premium payments.
In addition to selling insurance policies, life and health agents may also provide ongoing support to clients by answering questions, addressing concerns, and making adjustments to their policies as needed. They strive to build long-term relationships with clients based on trust, transparency, and a commitment to helping them achieve their financial and health-related goals.
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A deductible is an amount that you're responsible for in the event of a loss. This is the amount you pay out-of-pocket, and insurance covers the remainder.
When speaking with your agent to set up your policy, any valuables information you are concerned about and our agent can review your policy and recommend changes to ensure you have proper coverage.
Talk to one of our agents and we can check if a policy is right for you.
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6000 Fairway Drive, Ste 7, Rocklin, California 95677, United States
Monday - Friday: 10am - 2pm
Saturday: 10am - 2pm
Sunday: Closed
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