ALLIED PROFESSIONALS' INSURANCE SERVICES is an insurance company based out of 1100 W. TOWN & COUNTRY RD, Orange, California, United States.

Premier Plan Consultants: An experienced team with a deep understanding of the retirement plan space, each consultant at PPC has over 15 years in the industry. Premier Plan Consultants core values are client focused: We strive to have a personal relationship with every advisor and plan. We aim for the ability to provide top tier personalized service that is equally distributed.

FINEST INSURANCE AGENCY, INC. is an insurance company based out of P.O. BOX 3209, LA MESA, California, United States.

Small boutique investment management firm that focuses on two areas; wealth management and financial wellness. Securities and advisory services are offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #0E55425.

With over 100 years of combined financial planning experience, Lincoln Capital has helped hundreds of individuals, families and businesses plan for their financial futures. At Lincoln Capital, we believe that everyone is entitled to fair, unbiased and truly independent advice. We take an objective approach to financial planning, tailoring each plan to address our clients’ specific investment goals, with the intention of enhancing and protecting wealth. We are committed to providing the highest standard of service and will work alongside CPAs and estate attorneys to be certain our clients’ best interests are being addressed. The goals that our clients have are unique to each and every one of them. We believe that their financial plan and investments should be too. We specialize in providing customized financial planning in concert with sophisticated investment management. Our goal is to educate, to provide clarity, and to help make significant and tangible progress toward our clients’ financial goals. Securities and advisory services offered through Cetera Advisor Network LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. Michael Lincoln CA insurance license #0766771, Dushyanth Reddy CA license #0K26096, Robin Bechtel CA insurance license #0D48461, Dominic Myers CA insurance license #0G25694. Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

“Nos cuidamos entre sí y a todos nuestros miembros” Es por eso que el servicio al cliente de Ivonne Welch Insurance Agency ha sido reconocido como uno de los mejores en nuestro campo.* ¡Nuestros agentes llegan a conocer a sus clientes, haciendo preguntas inteligentes y escuchando detenidamente antes de presentar una amplia gama de opciones que se ajustan a las circunstancias médicas de cada individuo, a su necesidad de beneficios específicos, su deseo de continuar con sus proveedores de atención médica y de ahorrar dinero! Nuestros agentes independientes se benefician de: - Poseer su propio libro de negocios - Asistencia de ventas y entrenamiento incomparable ¡Manténgase en contacto! Comuníquese con nosotros: http://www.ivonnewelch.com/ Facebook: https://www.facebook.com/IvonneWelchInsuranceAgency/ * Conforme a lo reconocido por Southern California Media Group, 2018 Licencia de California # 0I01914

-Spearheaded the development and implementation of a 3-year Plan of Execution focused on entering new home health markets such as, Midwest, Southern, and East Coast expansion. -Leading the Business Development and Marketing Departments, establishing the ethics and foundations to make continued expansion a success. -Designed the S.O.P.s for interdepartmental organization to maximize the efficiency new of B2B identification, development, sales, and maintenance. -Turning a regional company develop into a national firm. -Planned, proofread, organized, and worked all promotional campaigns and their materials to help build the ProAction Brand.

TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies. We protect entrepreneurs, executives, and affluent families. As a Member Firm of M Financial, we use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability, long-term care, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability and long-term care insurance, executive benefit plans, and private placement insurance investment accounts. We are the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source to the challenges faced in the protection, transfer, and accumulation of wealth. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TRC Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials and recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License 0E14614 AR Insurance License 7843195

INSURANCE BROKERAGE SPECIALIZES IN HEALTH CARE, AUTO RENTAL, AMONGST OTHER COMMERICAL ENTERPRISES.

SCISI, Sandy Coventry Insurance Services, Inc. was established in 2002 by Sandy Coventry, RHU. Over the past 30+ years, Sandy Coventry has developed an outstanding reputation for integrity and excellence. SCISI partners with financially strong "A"​ rated insurance companies to bring the most advanced products to the marketplace. We pride ourselves on our ability to customize innovative fully insured and partially self-funded insurance programs to meet the specific needs of our clients. Our company employs a long-term, stable team of insurance specialists and is located in the Solana Beach area of San Diego. Our team members average over 20 years of insurance related experience. Each SCISI employee contributes credentials in a wide variety of specialties such as employee benefit consulting services, underwriting, claims management, risk analysis, usage analysis, and marketing expertise. We continue to stay abreast of changes in the industry through membership in professional organizations and continuing education classes held via online webinars and certification sites. SCISI provides services in all areas of employee benefits, including group and individual medical, dental, vision, life, long-term and short-term disability insurance, 401K plans, Flexible Benefits, HRA, HSA, long term care and Medicare plans. Our commitment is to exceed our clients’ expectations as we deliver an EASY BUTTON in the form of dedicated, professional quality service!

WSP Corporate Benefits & Insurance Services, Inc. (WSP) is a first class employee benefits company whose loyalty and integrity with clients remain elite within the insurance field and communities. They are a team of professionals who use their knowledge and creativity to continue to be some of the best negotiators nationally and are listed as one of the top small businesses by San Diego Business Journal. WSP’s Founder and CEO, William “Scott” Pieratt serves on a collection of national advisory boards solicited by carrier representatives to help better the health benefit arena for companies of all sizes. With this background, the WSP team bring a level of proficiency to the health benefit industry and work extensively to ensure the most promising choices for a progressive result.

Caruso Insurance Services, Inc. is a full service agency based out of Corona, California, United States.