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Specialties
I help people saving for retirement and wanting to keep their money safe. This could be folks nearing retirement or younger folks, Products include Indexed Universal Life Insurance and Fixed Index Annuities. I am licensed with a number of A rated carriers.
Meet the Business Owner
MARK P.
Business Owner
I am a a licensed life agent in the state of California, a «reformed» actuary with master in statistics from the Universtiy of Iowa. I am married to Suzanne, (a registered nurse), and havea 25 year old son the U.S. Air Force. I am also volunteer instructor at a local chapter of Senior Net (a non profit organization) that teaches computers to Seniors
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A «baby boomer» myself I understand the challenges facing many of us as we grow into the golden years, sometimes with aging parents, a sagging economy, and other challenges that life presents to us.