State Financial Corporation helps manufactures, distributors and service providers who welcome a more personal relationship with their lender. Each and every loan-finance arrangement is personally overseen by the Reiss brothers, who can make timely lending decisions without the burden of investors or senior executives peering over their shoulders. We help companies who may be unable to qualify for bank financing. *Outgrown their current financial relationship, are too new or too small *Suffered recent business losses or have poor financial statements *Tax liens or are in bankrupcy We listen to our customers and believe that person-to-person communication is the best way to do business.

Summit Healthcare REIT is a publicly registered, non-traded real estate investment trust that invests in assisted living, memory care, and skilled nursing facilities throughout the United States. Our portfolio is diverse in both geography and top-notch operators. We believe our industry has a positive future, and is positioned to take advantage of the shifting demographics in the U.S. Summit is also extremely proud of our corporate culture. Our highest priority is our shareholders; however, we believe taking care of our employees is paramount as well as supporting our operators.

Guided plan participants through distribution and loan processes, educated them about constantly changing rules and regulations, and answered questions in a fast-paced, high volume environment. Served as the primary point of contact for over 600 partnered accounts by phone, email, and face-to-face. Processed over 800 disbursement requests for individual account holders on top of a normal workload within six months, generating over $100k in profit. Prioritized multiple tasks and projects to produce high-quality and timely workflow. Worked closely and communicated with a variety of clients to ensure participant withdrawals are compliant with IRS and Plan regulations. Securely handled confidential materials and managed the organization and accuracy of participant data and files.

Pacific Business Capital Corp is a financial services company based out of 245Fischer Ave, Costa Mesa, California, United States.

Founded in 1975, Lorenz Private Trustees is a Corporation in San Diego County, California. Each of our Fiduciaries serve as: Trustee • Executor • Agent for Finance • Agent for Health Care Clay B. Spiegel, CPA Marguerite C. Lorenz, CTFA, CLPF Noah Benton, Esq, CLPF Joseph McMackin, CLPF Ryan Shumacher, Esq We do not write Estate Plans, we implement them. Unlike Banks or Trust Companies, we do not sell any financial products. Our duty is to consider your intent first, as it is expressed in your written Estate Plan, then to follow the Probate Code, as you are the First Beneficiary of your Trust. We must also consider your beneficiaries in the process. Often family members (who are also beneficiaries) fall into conflict because of their own agenda or their inability to get along with other family members during the long and difficult time required in most end of life circumstances. Having a neutral, trained professional, ready to serve, can help keep your family in harmony. One of 3 events trigger your Succession plan: Resignation (when you resign as Trustee of your Trust), Incapacity (your Trust document will specify how this is determined), or Death. This is when your Successor Trustee goes to work, fulfilling your plan and following your wishes. We feel it is so important to get acquainted and to keep up to date with you, that we charge nothing for our first meeting with you. To learn more, please visit our website, www.MyTrustee.net or call us at 877-630-8448

Financial Planner primarily representing clients across the western part of the US, Florida and Hawaii. We work with families and individuals of all ages. Please feel free to reach out for more information.

Responsibilities included managing approximately eighty-five small group accounts in the 2-10 life range by communicating with clients regarding any billing issues, benefit or employee questions, etc. and working with the brokers to prepare for the client renewals.Preparing for client renewals by setting up the appropriate materials such as cost comparisons, payroll deductions and proposals to be presented to the clients.Supporting the Small Group Account Manager with approximately fifty accounts in the 10-50 life range by assisting in the renewal process with any needed proposals or benefit illustrations.Generating insurance quotes using Health Connect and Quotit.Developing medical cost comparisons, displacement reports, ancillary proposals and survey reports through excel and PowerPoint.Preparing payroll deduction and benefit handouts.Creating bound proposals for the brokers to present to the clients.Implementing new groups with the insurance carriers.

At Mercury, we have been guided by our purpose to help people reduce risk and overcome unexpected events for more than 60 years. We are one team with a common goal to help other others. Everyone needs insurance and we can’t imagine a world without it. Our team will encourage you to grow, make time to have fun, and work together to make great things happen. We are an award-winning company, and we owe that to our amazing team! We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help our team members reach their health, retirement, and professional goals. Mercury was founded in 1961 by George Joseph, Mercury’s Founder and Chairman. Back in the 50s, everyone paid the same rate, regardless of their driving record. Joseph decided he could create a new system by developing an insurance company that used different factors to create fair and equitable rates for a variety of drivers. “We called our company Mercury, because I wanted us to be fast and nimble, just like the Roman God of business and merchants,” says Joseph. “He was also responsible for delivering good news to people on Earth, which is exactly what we do for Mercury customers every day.” We, Mercury Insurance (NYSE-MCY), are a leading independent broker and agency writer of automobile insurance in California and one of the fastest growing automobile insurers in the nation. We were ranked as the fourth largest private passenger automobile insurer in California, with over $4.5 billion in total assets, 4,500 team members, and 8,000 independent agents. We started by providing comprehensive coverage options for auto and expanded our offerings into home, condo, renters, and business insurance, as well as mechanical protection. We operate through a network of local, independent agents in Arizona, California, Florida, Georgia, Illinois, Nevada, New Jersey, New York, Oklahoma, Texas and Virginia.