Activate map
Specialties
I have been active in financial services for over 30 years and was the life insurance coordinator at Reynolds Securities, Inc. in their Beverly HIlls office. As a V.P. at Oppenheimer & Co. my securities clients also benefited from my life insurance knowledge. In addition, I was a Securities Principal and owner of a broker/dealer licensed by FINRA. Since 1991 I have concentrated on all phases of life insurance, annuities as well as life insurance settlements. My goal has been to provide clients with value, education and service.
History
Established in 1991.
We have been in business for 20 years and married for 30. Recently we picked ourselves up and moved to the Pacific Northwest from Southern California to be nearer family. Same great service and value, just a lot wetter!
Meet the Manager
Terry R.
Manager
Terry does all the paperwork and keeps everything moving!