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| Profession |
Insurance |
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| Specialty |
Life BGA - Life & Disability - Long Term Care - Other |
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| Group |
WLK6 [GLIT - EC] |
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| Business Name |
BGA Insurance |
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| Title |
Life General Agent |
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| Address |
31200 Via Colinas
Suite 101
Westlake Village, CA 91362-3952
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| Work Phone |
(949)955-0255 x163 |
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| Fax |
(949)955-9215 |
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| Web Site |
www.BGAinsurance.com |
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| Linked In |
View Profile |
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| Member Since |
1/2011
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Our firm delivers Life Insurance, Disability Income, Long Term Care, and Annuity products to premier insurance and financial advisors. We assist with the positioning and presentation of each case to the market of the industry’s leading carriers. Our personal relationships with the carriers, along with knowledge of their products and an understanding of their underwriting niches, enable us achieve the best possible outcome for our producer's clients. In the spirit of reciprocal partnerships, we share a common cause to partner with the advisors we work with; openly sharing ideas and collectively seeking out creative and innovative ways to better serve the client. We foster collaboration while upholding individual accountability.
The professionals I work with have my full commitment of integrity, personal attention, expert guidance and a concierge level of service.
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Services include 24-hour turnaround proposals, application & policy processing with status reports, dedicated marketing staff, field underwriting expertise, licensing & contracting, point-of-sale assistance, case placement assistance, illustrations and unmatched analysis, sales tools and presentations, Vital Term/UL/LTC, Vital Signs-carrier ratings reports, web conference training, strategic consulting and superior client representation. Concepts include: Asset Maximization, Buy-Sell, Charitable Trusts, Deferred Compensation, Estate Planning, Executive Bonus, Impaired Risk, Key Man, Policy Review and Evaluation, Premium Financing, Life Settlements, Split Dollar, Supplemental Retirement Income, and Wealth Transfer.
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Information Not Available
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All financial services including, but not limited to: independent insurance advisors, captive agents, financial planners and wealth managers, estate planning attorneys, divorce attorneys, CPA's, and business managers.
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Newport Beach, San Diego, Westlake Village
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| Charities |
SFTK, My Stuff Bags, ThinkAgain, Tulips&Triumphs, Prototypes
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| License Number |
0G45828
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