Insurance Products
Individual (under 65) & Covered California
Senior (typically 65 and over)
Medicare Supplement (Senior and Pre-65)
Prescrioption Drug - Part D* (Senior and Pre-65)
Medicare Advantage Plans - Part C* (Senior and Pre-65),
*(We do not offer every plan available in your area. Currently we represent
seven organizations which offer over twenty different products in your
area. Please contact Medicare.gov or 1-800-MEDICARE, or your local State
Health Insurance Program (SHIP) to get information on all of your options.)
Dental
Individual, Senior and Group (2 or more)
Disability Income
Business Overhead Expense
Term Life Insurance
10 Year, 15 Year and 20 Year Level (Renewable and Convertible)
Universal Life
Fixed, Variable and 2nd-TO-DIE
Whole Life
(Commonly 2 or more employees)
Investment Products
Mutual Funds, Tax Advantaged Investing (Direct Participation Plans)
Charitable and Gift Planning, College Funding, 529 Plans
40lk, SIMPLE, SEP, 403b, Defined Benefit Pension,
IRAs (Roth and Traditional), IRA Rollovers and Transfers,
Annuities (Variable and Fixed) (Immediate and Deferred)
Retirement Accounts
IRA, Roth IRA, 401k, SEP IRA, Simple IRA
College Financial Planning
529 Plan, Educational IRA, Custodial Accounts, College Planning
Corporate Benefits
401k Plan, Key Executive Insurance, Profit Sharing Plan
Alternative Investments
Non-Listed REITs, Non-Listed BDCs, Non-Listed MLPs, Private Equity Funds, Oil & Gas Partnerships
Other Services Offered
Second to Die Insurance, Estate Planning Strategies, Retirement and Income Planning, Pension Maximization, Life insurance Needs Analysis, Disability Income Needs Analysis, Funding For Buy Sell, Business Continuation, Succession Planning, Deferred Compensation, Employee Benefits
Securities offered through Crown Capital Securities, L.P.
Member FINRA/SIPC
www.finra.org/www.sipc.org.
FINRA Broker
8080 Madison Avenue Suite 102A
Fair Oaks, CA 95628
Telephone: 916-863-7862